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 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
- |
-6.91K- 55.04% |
$886K - $1.14M
|
5.64K
$1.79M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7K- 10.98% |
$897K - $1.16M
|
56.7K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.05K- 10.48% |
$904K - $1.17M
|
60.2K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-7.07K- 43.72% |
$906K - $1.17M
|
9.1K
$2.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7.11K- 28.71% |
$912K - $1.18M
|
17.7K
$5.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.12K- 32.36% |
$913K - $1.18M
|
14.9K
$4.73M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7.14K- 6.6% |
$916K - $1.18M
|
101K
$32.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-7.15K- 13.96% |
$916K - $1.18M
|
44.1K
$14M
|
|
|
Jan 05, 2023
Q4 2022
|
Sycomore Asset Management
|
SELL
|
- |
-7.15K- 14.08% |
$917K - $1.18M
|
43.6K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-7.2K- 4.0% |
$923K - $1.19M
|
173K
$54.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.24K- 40.23% |
$928K - $1.2M
|
10.8K
$3.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-7.4K- 55.76% |
$948K - $1.22M
|
5.87K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.47K- 23.08% |
$957K - $1.23M
|
24.9K
$7.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-7.58K- 53.57% |
$972K - $1.25M
|
6.57K
$2.09M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.81K- 45.96% |
$1M - $1.29M
|
9.18K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-7.92K- 7.55% |
$1.02M - $1.31M
|
96.9K
$30.8M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-7.94K- 99.74% |
$1.02M - $1.31M
|
21
$6.67K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-7.97K- 20.08% |
$1.02M - $1.32M
|
31.7K
$10.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-8K- 10.6% |
$1.03M - $1.32M
|
67.5K
$21.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-8.16K- 62.44% |
$1.05M - $1.35M
|
4.91K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.21K- 20.98% |
$1.05M - $1.36M
|
30.9K
$9.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-8.25K- 35.53% |
$1.06M - $1.36M
|
15K
$4.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-8.34K- 8.3% |
$1.07M - $1.38M
|
92.1K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-8.42K- 18.96% |
$1.08M - $1.39M
|
36K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.72K- 16.01% |
$1.12M - $1.44M
|
45.7K
$14.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-8.75K- 19.02% |
$1.12M - $1.45M
|
37.2K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-8.85K- 8.88% |
$1.14M - $1.46M
|
90.8K
$28.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-8.97K- 33.07% |
$1.15M - $1.48M
|
18.2K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Eulav Asset Management
|
SELL
|
- |
-9K- 3.68% |
$1.15M - $1.49M
|
235K
$74.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9.17K- 17.75% |
$1.18M - $1.52M
|
42.5K
$13.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.21K- 23.07% |
$1.18M - $1.52M
|
30.7K
$9.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.23K- 20.46% |
$1.18M - $1.53M
|
35.9K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-9.33K- 4.8% |
$1.2M - $1.54M
|
185K
$58.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.36K- 1.93% |
$1.2M - $1.55M
|
476K
$151M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-9.38K- 29.46% |
$1.2M - $1.55M
|
22.5K
$7.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.47K- 2.47% |
$1.21M - $1.56M
|
374K
$119M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.5K- 36.88% |
$1.22M - $1.57M
|
16.3K
$5.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-9.53K- 19.49% |
$1.22M - $1.57M
|
39.4K
$12.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.62K- 9.78% |
$1.23M - $1.59M
|
88.7K
$28.2M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-9.81K- 9.96% |
$1.26M - $1.62M
|
88.7K
$28.2M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-9.85K- 0.92% |
$1.26M - $1.63M
|
1.06M
$337M
|
|
|
Feb 14, 2023
Q4 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-9.93K- 2.88% |
$1.27M - $1.64M
|
334K
$106M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-9.99K- 23.15% |
$1.28M - $1.65M
|
33.2K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.2K- 3.33% |
$1.31M - $1.68M
|
296K
$94M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.2K- 26.28% |
$1.31M - $1.69M
|
28.7K
$9.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-10.3K- 7.79% |
$1.32M - $1.7M
|
122K
$38.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.4K- 18.45% |
$1.33M - $1.71M
|
45.8K
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.6K- 19.97% |
$1.35M - $1.74M
|
42.3K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.6K- 19.42% |
$1.35M - $1.75M
|
43.8K
$13.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.6K- 8.92% |
$1.36M - $1.75M
|
108K
$34.3M
|