Purchases and Sales Made in Q4 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2022. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.49K- 33.25% |
$319K - $411K
|
5K
$1.59M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2.49K- 3.8% |
$320K - $412K
|
63K
$20M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.52K- 26.82% |
$323K - $417K
|
6.88K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.55K- 42.07% |
$327K - $421K
|
3.51K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-2.56K- 34.17% |
$328K - $423K
|
4.93K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.56K- 31.46% |
$328K - $423K
|
5.58K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.58K- 26.52% |
$331K - $426K
|
7.15K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2.59K- 40.5% |
$332K - $429K
|
3.81K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.6K- 38.81% |
$333K - $430K
|
4.1K
$1.3M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.6K- 5.17% |
$333K - $430K
|
47.7K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.67K- 2.0% |
$342K - $441K
|
131K
$41.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2.72K- 2.49% |
$349K - $450K
|
106K
$33.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.73K- 8.53% |
$350K - $451K
|
29.3K
$9.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 13.18% |
$350K - $451K
|
18K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.76K- 7.14% |
$353K - $456K
|
35.9K
$11.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.77K- 22.69% |
$355K - $458K
|
9.43K
$3M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.81K- 18.42% |
$360K - $464K
|
12.4K
$3.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-2.84K- 3.52% |
$365K - $470K
|
78K
$24.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.86K- 49.46% |
$367K - $473K
|
2.92K
$929K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.86K- 24.38% |
$367K - $473K
|
8.88K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.87K- 11.8% |
$368K - $475K
|
21.5K
$6.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.89K- 17.02% |
$371K - $478K
|
14.1K
$4.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-2.95K- 19.06% |
$378K - $487K
|
12.5K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2.96K- 11.56% |
$379K - $489K
|
22.6K
$7.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.97K- 18.64% |
$381K - $491K
|
13K
$4.12M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 5.91% |
$385K - $496K
|
47.8K
$15.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.01K- 19.05% |
$386K - $498K
|
12.8K
$4.07M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.03K- 37.44% |
$388K - $500K
|
5.06K
$1.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-3.05K- 34.66% |
$391K - $504K
|
5.75K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.06K- 2.24% |
$393K - $506K
|
133K
$42.4M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-3.07K- 8.27% |
$394K - $508K
|
34.1K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-3.08K- 51.27% |
$394K - $508K
|
2.92K
$929K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.08K- 21.98% |
$395K - $510K
|
10.9K
$3.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.12K- 18.46% |
$400K - $515K
|
13.8K
$4.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.14K- 9.7% |
$403K - $519K
|
29.3K
$9.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.14K- 8.06% |
$403K - $519K
|
35.9K
$11.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-3.15K- 2.58% |
$404K - $520K
|
119K
$37.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.15K- 36.5% |
$404K - $521K
|
5.48K
$1.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.25K- 14.67% |
$416K - $537K
|
18.9K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.26K- 19.25% |
$417K - $538K
|
13.7K
$4.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-3.26K- 7.88% |
$418K - $539K
|
38.1K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.28K- 3.61% |
$421K - $542K
|
87.7K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-3.37K- 0.59% |
$432K - $556K
|
565K
$180M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-3.38K- 25.47% |
$433K - $559K
|
9.89K
$3.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.39K- 72.46% |
$434K - $560K
|
1.29K
$409K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.4K- 45.8% |
$436K - $562K
|
4.02K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.4K- 1.25% |
$436K - $562K
|
269K
$85.4M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.4K- 1.25% |
$436K - $562K
|
269K
$85.4M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.4K- 1.25% |
$436K - $562K
|
269K
$85.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.41K- 18.47% |
$437K - $563K
|
15K
$4.78M
|