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 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.41K- 36.18% |
$437K - $563K
|
6.01K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.43K- 8.25% |
$440K - $567K
|
38.1K
$12.1M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-3.46K- 16.39% |
$443K - $571K
|
17.6K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-3.46K- 33.92% |
$444K - $572K
|
6.74K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.55K- 42.71% |
$455K - $586K
|
4.76K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.57K- 3.23% |
$458K - $590K
|
107K
$34M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-3.57K- 9.35% |
$458K - $591K
|
34.6K
$11M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.6K- 16.41% |
$462K - $595K
|
18.4K
$5.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.61K- 46.29% |
$462K - $596K
|
4.18K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.63K- 31.52% |
$466K - $600K
|
7.89K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-3.64K- 42.36% |
$466K - $601K
|
4.95K
$1.57M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.66K- 29.21% |
$469K - $605K
|
8.87K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.7K- 5.98% |
$474K - $611K
|
58.2K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-3.7K- 48.06% |
$475K - $612K
|
4K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.74K- 67.58% |
$479K - $618K
|
1.79K
$570K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.75K- 31.26% |
$481K - $620K
|
8.25K
$2.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.76K- 13.64% |
$482K - $622K
|
23.8K
$7.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.76K- 17.61% |
$482K - $622K
|
17.6K
$5.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3.82K- 42.11% |
$490K - $632K
|
5.26K
$1.67M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.83KClosed |
$491K - $633K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-3.84K- 26.73% |
$492K - $634K
|
10.5K
$3.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.86K- 9.48% |
$494K - $637K
|
36.8K
$11.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.88K- 37.82% |
$497K - $641K
|
6.38K
$2.03M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.89K- 30.35% |
$498K - $642K
|
8.91K
$2.83M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-3.89K- 36.8% |
$498K - $642K
|
6.68K
$2.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-3.93K- 5.8% |
$504K - $650K
|
63.9K
$20.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-3.95K- 10.12% |
$506K - $652K
|
35.1K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-4K- 36.36% |
$513K - $661K
|
7K
$2.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-4.06K- 5.68% |
$520K - $671K
|
67.4K
$21.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-4.08K- 59.56% |
$523K - $674K
|
2.77K
$880K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-4.08K- 15.78% |
$523K - $674K
|
21.8K
$6.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.08K- 38.89% |
$523K - $674K
|
6.41K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.11K- 12.22% |
$527K - $679K
|
29.5K
$9.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.15K- 4.52% |
$533K - $687K
|
87.8K
$27.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 5.04% |
$539K - $695K
|
79.1K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.22K- 34.24% |
$541K - $697K
|
8.11K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-4.22K- 22.31% |
$541K - $698K
|
14.7K
$4.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
SELL
|
- |
-4.26K- 7.0% |
$546K - $703K
|
56.6K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-4.26K- 67.53% |
$546K - $704K
|
2.05K
$651K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.27K- 67.1% |
$547K - $705K
|
2.09K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Trybe Capital Management LP
Greenwich, CT |
SELL
|
- |
-4.27K- 6.75% |
$547K - $705K
|
58.9K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.28K- 3.16% |
$549K - $708K
|
131K
$41.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.32K- 17.72% |
$554K - $714K
|
20.1K
$6.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.33K- 11.22% |
$555K - $715K
|
34.2K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-4.55K- 81.82% |
$583K - $751K
|
1.01K
$321K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.58K- 11.68% |
$588K - $757K
|
34.7K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-4.59K- 7.97% |
$588K - $759K
|
53K
$16.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.59K- 19.26% |
$589K - $759K
|
19.3K
$6.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.61K- 17.95% |
$592K - $763K
|
21.1K
$6.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.69K- 19.93% |
$601K - $775K
|
18.8K
$5.99M
|