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 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
10.5K+ 3.22% |
$1.35M - $1.74M
|
337K
$90.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.5K+ 42.05% |
$1.34M - $1.73M
|
35.4K
$9.55M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 8.9% |
$1.34M - $1.72M
|
128K
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Valiant Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
10.2K+ 4.03% |
$1.31M - $1.69M
|
264K
$71.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
10K+ 66.87% |
$1.28M - $1.65M
|
25K
$6.74M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10K+ 499.2% |
$1.28M - $1.65M
|
12K
$3.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$1.28M - $1.65M
|
10K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
BUY
|
- |
10KNew |
$1.28M - $1.65M
|
10K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
9.88K+ 136.65% |
$1.27M - $1.63M
|
17.1K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
9.88K+ 5.99% |
$1.27M - $1.63M
|
175K
$47.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
9.79K+ 140.68% |
$1.25M - $1.62M
|
16.7K
$4.52M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
9.38KNew |
$1.2M - $1.55M
|
9.38K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.27K+ 12.68% |
$1.19M - $1.53M
|
82.4K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
9.23KNew |
$1.18M - $1.52M
|
9.23K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.2K+ 52.83% |
$1.18M - $1.52M
|
26.6K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.16KNew |
$1.17M - $1.51M
|
9.16K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.15KNew |
$1.17M - $1.51M
|
9.15K
$2.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.94K+ 31.92% |
$1.15M - $1.48M
|
36.9K
$9.97M
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
8.87K+ 806.0% |
$1.14M - $1.47M
|
9.97K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
8.84K+ 9.5% |
$1.13M - $1.46M
|
102K
$27.5M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.81KNew |
$1.13M - $1.46M
|
8.81K
$2.38M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.56K+ 18.9% |
$1.1M - $1.41M
|
53.8K
$14.5M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.47K+ 0.81% |
$1.09M - $1.4M
|
1.06M
$286M
|
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
8.45KNew |
$1.08M - $1.4M
|
8.45K
$2.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.38K+ 231.97% |
$1.07M - $1.39M
|
12K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
8.34K+ 4.77% |
$1.07M - $1.38M
|
183K
$49.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8.27K+ 18.07% |
$1.06M - $1.37M
|
54.1K
$14.6M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.17K+ 4.7% |
$1.05M - $1.35M
|
182K
$49.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
8.15K+ 38.98% |
$1.04M - $1.35M
|
29K
$7.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
7.9K+ 100.0% |
$1.01M - $1.31M
|
15.8K
$4.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.57KNew |
$971K - $1.25M
|
7.57K
$2.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
7.49K+ 61.57% |
$960K - $1.24M
|
19.7K
$5.31M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.46K+ 5.34% |
$956K - $1.23M
|
147K
$39.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7.44K+ 85.01% |
$954K - $1.23M
|
16.2K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
7.34K+ 10.52% |
$940K - $1.21M
|
77K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.2K+ 122.99% |
$923K - $1.19M
|
13.1K
$3.52M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.2K+ 499.86% |
$923K - $1.19M
|
8.64K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Nellore Capital Management LLC
Palo Alto, CA |
BUY
|
- |
7K+ 1.13% |
$897K - $1.16M
|
626K
$169M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
7K+ 0.74% |
$897K - $1.16M
|
956K
$258M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
6.85KNew |
$879K - $1.13M
|
6.85K
$1.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.82K+ 116.04% |
$874K - $1.13M
|
12.7K
$3.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
6.7KNew |
$859K - $1.11M
|
6.7K
$1.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.67K+ 21.75% |
$855K - $1.1M
|
37.3K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.6KNew |
$846K - $1.09M
|
6.6K
$1.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.58KNew |
$843K - $1.09M
|
6.58K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
6.55K+ 11.02% |
$840K - $1.08M
|
66K
$17.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.53K+ 25.08% |
$837K - $1.08M
|
32.6K
$8.79M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.44K+ 36.85% |
$825K - $1.06M
|
23.9K
$6.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
6.35K+ 36.71% |
$813K - $1.05M
|
23.6K
$6.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.23KNew |
$798K - $1.03M
|
6.23K
$1.68M
|