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 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-21.7K- 28.81% |
$2.79M - $3.59M
|
53.7K
$17.1M
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-21.8K- 2.55% |
$2.79M - $3.6M
|
831K
$264M
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-22.2K- 22.77% |
$2.84M - $3.66M
|
75.2K
$23.9M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-22.5K- 8.28% |
$2.88M - $3.71M
|
249K
$79.2M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23K- 68.36% |
$2.95M - $3.8M
|
10.6K
$3.38M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23.1K- 76.98% |
$2.96M - $3.82M
|
6.91K
$2.2M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.1K- 5.1% |
$2.97M - $3.82M
|
430K
$137M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.4K- 14.41% |
$3.01M - $3.87M
|
139K
$44.3M
|
|
Jan 18, 2023
Q4 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-23.7K- 93.97% |
$3.03M - $3.91M
|
1.52K
$482K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-23.8K- 91.97% |
$3.05M - $3.93M
|
2.08K
$660K
|
|
Feb 13, 2023
Q4 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-24K- 7.89% |
$3.07M - $3.96M
|
280K
$88.9M
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-25K- 25.0% |
$3.21M - $4.13M
|
75K
$23.8M
|
|
Feb 14, 2023
Q4 2022
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-26K- 7.31% |
$3.33M - $4.3M
|
330K
$105M
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-26K- 12.46% |
$3.34M - $4.31M
|
183K
$58.2M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26.4K- 79.95% |
$3.38M - $4.36M
|
6.61K
$2.1M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-27.2K- 34.72% |
$3.49M - $4.5M
|
51.1K
$16.3M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-27.5K- 32.26% |
$3.52M - $4.54M
|
57.7K
$18.3M
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-27.8K- 14.61% |
$3.56M - $4.59M
|
162K
$51.6M
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-28.6K- 10.63% |
$3.67M - $4.72M
|
240K
$76.4M
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-29.1K- 0.87% |
$3.73M - $4.81M
|
3.3M
$1.05B
|
|
Jan 26, 2023
Q4 2022
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-30K- 17.09% |
$3.85M - $4.96M
|
146K
$46.3M
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-30.2K- 22.11% |
$3.87M - $4.99M
|
106K
$33.8M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-30.2K- 17.76% |
$3.87M - $4.99M
|
140K
$44.4M
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-30.9K- 31.9% |
$3.96M - $5.11M
|
66K
$21M
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-31.7K- 10.38% |
$4.07M - $5.24M
|
274K
$87.1M
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-32.4K- 5.32% |
$4.15M - $5.35M
|
577K
$183M
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-33.5K- 4.94% |
$4.29M - $5.53M
|
644K
$205M
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-34.3K- 12.83% |
$4.39M - $5.66M
|
233K
$74M
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-34.3KClosed |
$4.4M - $5.67M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35.1K- 58.74% |
$4.51M - $5.81M
|
24.7K
$7.85M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.2K- 10.91% |
$4.51M - $5.81M
|
287K
$91.2M
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-36K- 17.38% |
$4.61M - $5.94M
|
171K
$54.3M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.3K- 18.44% |
$4.66M - $6M
|
161K
$51M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.5K- 29.99% |
$5.07M - $6.53M
|
92.2K
$29.3M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-39.8K- 2.12% |
$5.1M - $6.57M
|
1.84M
$584M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.8K- 13.39% |
$5.23M - $6.74M
|
264K
$83.9M
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-41.3K- 84.16% |
$5.29M - $6.82M
|
7.77K
$2.47M
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-42K- 54.4% |
$5.38M - $6.93M
|
35.2K
$11.2M
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-42.3K- 59.4% |
$5.43M - $6.99M
|
28.9K
$9.2M
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-43.4K- 8.38% |
$5.57M - $7.18M
|
475K
$151M
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-45.1K- 88.7% |
$5.78M - $7.45M
|
5.74K
$1.83M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-45.1K- 17.41% |
$5.79M - $7.46M
|
214K
$68.1M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45.1K- 17.41% |
$5.79M - $7.46M
|
214K
$68.1M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.3K- 6.76% |
$5.81M - $7.48M
|
624K
$198M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-45.4K- 9.52% |
$5.82M - $7.51M
|
432K
$137M
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-45.9K- 53.1% |
$5.88M - $7.58M
|
40.5K
$12.9M
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-45.9K- 7.0% |
$5.89M - $7.59M
|
610K
$194M
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-48.8K- 17.81% |
$6.25M - $8.06M
|
225K
$71.5M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-51.4K- 35.44% |
$6.59M - $8.5M
|
93.7K
$29.8M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-54.6K- 95.05% |
$7.01M - $9.03M
|
2.85K
$904K
|