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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.75K- 6.33% |
$609K - $785K
|
70.3K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-4.76K- 56.04% |
$610K - $787K
|
3.73K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.76K- 9.54% |
$610K - $787K
|
45.1K
$14.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-4.79K- 34.34% |
$614K - $791K
|
9.15K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-4.79K- 19.02% |
$614K - $792K
|
20.4K
$6.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Westwood Management Corp
|
SELL
|
- |
-4.8K- 11.32% |
$615K - $793K
|
37.6K
$12M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.81K- 37.45% |
$616K - $794K
|
8.03K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.84K- 69.16% |
$620K - $800K
|
2.16K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.93K- 1.32% |
$631K - $814K
|
369K
$117M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.94K- 67.31% |
$634K - $817K
|
2.4K
$763K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.98K- 77.58% |
$639K - $824K
|
1.44K
$458K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.99K- 8.09% |
$639K - $824K
|
56.6K
$18M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-5.01K- 7.81% |
$642K - $828K
|
59.1K
$18.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-5.03K- 47.81% |
$645K - $832K
|
5.5K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5.07K- 34.3% |
$650K - $838K
|
9.71K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-5.1K- 50.5% |
$654K - $843K
|
5K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.16K- 10.06% |
$662K - $853K
|
46.2K
$14.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-5.18K- 75.13% |
$664K - $856K
|
1.72K
$545K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.23K- 11.26% |
$671K - $865K
|
41.2K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.39K- 87.42% |
$691K - $890K
|
775
$246K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.4K- 3.59% |
$693K - $893K
|
145K
$46.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-5.45K- 17.22% |
$699K - $901K
|
26.2K
$8.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-5.57K- 0.84% |
$714K - $920K
|
658K
$209M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5.57K- 63.52% |
$714K - $921K
|
3.2K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-5.59K- 4.08% |
$717K - $924K
|
131K
$41.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.6K- 34.94% |
$718K - $926K
|
10.4K
$3.32M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.61K- 15.19% |
$720K - $928K
|
31.3K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-5.62K- 68.21% |
$720K - $928K
|
2.62K
$832K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-5.63K- 2.44% |
$721K - $930K
|
225K
$71.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.66K- 26.04% |
$726K - $936K
|
16.1K
$5.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.75K- 24.8% |
$738K - $951K
|
17.4K
$5.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.77K- 27.82% |
$740K - $953K
|
15K
$4.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.88K- 14.85% |
$754K - $971K
|
33.7K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-5.98K- 35.66% |
$766K - $988K
|
10.8K
$3.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-6.01K- 95.05% |
$770K - $993K
|
313
$99.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-6.03K- 50.44% |
$773K - $997K
|
5.93K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.08K- 31.69% |
$779K - $1M
|
13.1K
$4.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-6.08K- 25.46% |
$779K - $1M
|
17.8K
$5.65M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-6.09K- 95.96% |
$781K - $1.01M
|
256
$81.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-6.1K- 36.75% |
$782K - $1.01M
|
10.5K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.16K- 36.26% |
$790K - $1.02M
|
10.8K
$3.44M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.17K- 18.69% |
$791K - $1.02M
|
26.8K
$8.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.42K- 2.97% |
$823K - $1.06M
|
210K
$66.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-6.45K- 9.28% |
$826K - $1.07M
|
63K
$20M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-6.47K- 12.22% |
$829K - $1.07M
|
46.4K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.59K- 9.22% |
$845K - $1.09M
|
64.9K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.67K- 27.3% |
$856K - $1.1M
|
17.8K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-6.7K- 93.71% |
$859K - $1.11M
|
450
$143K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6.81K- 31.54% |
$874K - $1.13M
|
14.8K
$4.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-6.89K- 6.06% |
$883K - $1.14M
|
107K
$33.9M
|