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 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.2K- 26.28% |
$1.31M - $1.69M
|
28.7K
$7.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-10.3K- 7.79% |
$1.32M - $1.7M
|
122K
$31.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.4K- 18.45% |
$1.33M - $1.71M
|
45.8K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.6K- 19.97% |
$1.35M - $1.74M
|
42.3K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.6K- 19.42% |
$1.35M - $1.75M
|
43.8K
$11.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.6K- 8.92% |
$1.36M - $1.75M
|
108K
$28.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.7K- 8.66% |
$1.37M - $1.76M
|
113K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10.7K- 20.62% |
$1.37M - $1.76M
|
41.1K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-10.7K- 49.03% |
$1.37M - $1.77M
|
11.1K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10.7K- 41.49% |
$1.38M - $1.77M
|
15.1K
$3.94M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10.8K- 23.43% |
$1.38M - $1.78M
|
35.3K
$9.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-11.1K- 35.56% |
$1.43M - $1.84M
|
20.2K
$5.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.3K- 28.64% |
$1.44M - $1.86M
|
28.1K
$7.31M
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-11.3K- 41.54% |
$1.45M - $1.87M
|
15.9K
$4.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.3K- 19.57% |
$1.45M - $1.87M
|
46.4K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-11.3K- 27.32% |
$1.45M - $1.88M
|
30.2K
$7.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-12K- 81.79% |
$1.54M - $1.98M
|
2.67K
$696K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-12.1K- 6.05% |
$1.55M - $1.99M
|
187K
$48.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12.3K- 1.52% |
$1.58M - $2.03M
|
800K
$209M
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-12.6K- 3.35% |
$1.62M - $2.09M
|
364K
$94.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-12.8K- 55.0% |
$1.64M - $2.11M
|
10.4K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-12.8K- 14.4% |
$1.65M - $2.12M
|
76.3K
$19.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-12.9K- 28.6% |
$1.65M - $2.13M
|
32.2K
$8.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13K- 5.66% |
$1.66M - $2.14M
|
216K
$56.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-13K- 6.97% |
$1.67M - $2.15M
|
174K
$45.3M
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-13.4K- 3.69% |
$1.72M - $2.22M
|
351K
$91.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-13.5K- 15.21% |
$1.73M - $2.23M
|
75.2K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-13.6K- 4.33% |
$1.75M - $2.25M
|
301K
$78.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13.9K- 48.93% |
$1.78M - $2.29M
|
14.5K
$3.77M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-14.6K- 21.29% |
$1.87M - $2.41M
|
53.8K
$14M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.6K- 3.07% |
$1.87M - $2.41M
|
459K
$120M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-14.8K- 58.35% |
$1.9M - $2.44M
|
10.6K
$2.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-15.1K- 13.52% |
$1.94M - $2.5M
|
96.8K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-15.2K- 38.88% |
$1.95M - $2.51M
|
23.9K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-15.4K- 29.34% |
$1.97M - $2.54M
|
37K
$9.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.4K- 19.62% |
$1.98M - $2.55M
|
63.3K
$16.5M
|
|
|
Jan 31, 2023
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-15.6K- 42.81% |
$2.01M - $2.59M
|
20.9K
$5.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-15.7K- 31.13% |
$2.01M - $2.59M
|
34.6K
$9.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-16.2K- 15.76% |
$2.08M - $2.68M
|
86.6K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-16.3K- 12.01% |
$2.09M - $2.69M
|
119K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-17.1KClosed |
$2.19M - $2.82M
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-17.3K- 2.26% |
$2.22M - $2.86M
|
748K
$195M
|
|
|
Feb 14, 2023
Q4 2022
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-17.4K- 11.9% |
$2.23M - $2.87M
|
129K
$33.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-17.4K- 6.78% |
$2.24M - $2.88M
|
240K
$62.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-17.5K- 20.45% |
$2.24M - $2.89M
|
68K
$17.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17.7K- 73.9% |
$2.26M - $2.92M
|
6.24K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Barrier Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-18.2K- 34.37% |
$2.33M - $3M
|
34.7K
$9.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18.8K- 13.62% |
$2.41M - $3.1M
|
119K
$31M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19K- 2.53% |
$2.44M - $3.15M
|
732K
$191M
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-19.1K- 47.81% |
$2.45M - $3.16M
|
20.9K
$5.45M
|