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 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.22K+ 15.38% |
$798K - $1.03M
|
46.7K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.15KNew |
$788K - $1.02M
|
6.15K
$1.66M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.03K+ 1.08% |
$774K - $997K
|
565K
$153M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.96KNew |
$765K - $986K
|
5.96K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
5.94KNew |
$762K - $982K
|
5.94K
$1.6M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.89K+ 1.01% |
$755K - $973K
|
589K
$159M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.84K+ 25.9% |
$749K - $966K
|
28.4K
$7.67M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.8K+ 80.04% |
$744K - $959K
|
13.1K
$3.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.76K+ 41.53% |
$738K - $951K
|
19.6K
$5.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.65K+ 2.22% |
$725K - $934K
|
261K
$70.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.6K+ 20.38% |
$717K - $925K
|
33K
$8.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
5.5KNew |
$705K - $909K
|
5.5K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.38KNew |
$690K - $889K
|
5.38K
$1.45M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
5.11KNew |
$655K - $844K
|
5.11K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
5.08K+ 3.69% |
$651K - $839K
|
143K
$38.6M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.99KNew |
$639K - $824K
|
4.99K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
4.94K+ 61.54% |
$634K - $817K
|
13K
$3.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.94KNew |
$633K - $816K
|
4.94K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4.88K+ 15.37% |
$625K - $806K
|
36.6K
$9.89M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.87KNew |
$624K - $804K
|
4.87K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
4.85KNew |
$621K - $801K
|
4.85K
$1.31M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.78K+ 8.14% |
$612K - $789K
|
63.4K
$17.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.78K+ 22.05% |
$612K - $789K
|
26.4K
$7.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.78K+ 2.44% |
$612K - $789K
|
200K
$54.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 7.23% |
$603K - $778K
|
69.8K
$18.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
4.69K+ 18.28% |
$602K - $776K
|
30.4K
$8.2M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.64KNew |
$595K - $767K
|
4.64K
$1.25M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.63KNew |
$593K - $765K
|
4.63K
$1.25M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.59K+ 16.82% |
$588K - $758K
|
31.8K
$8.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.58K+ 2.48% |
$587K - $756K
|
189K
$51.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.56K+ 2.24% |
$585K - $754K
|
208K
$56.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.55KNew |
$584K - $752K
|
4.55K
$1.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
4.46K+ 172.11% |
$571K - $736K
|
7.05K
$1.9M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.4KNew |
$563K - $726K
|
4.4K
$1.19M
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.38KNew |
$562K - $724K
|
4.38K
$1.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.35KNew |
$557K - $719K
|
4.35K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.35K+ 42.02% |
$557K - $718K
|
14.7K
$3.97M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.33K+ 12.3% |
$555K - $715K
|
39.5K
$10.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
4.32KNew |
$553K - $713K
|
4.32K
$1.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.29K+ 23.84% |
$550K - $709K
|
22.3K
$6.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.22K+ 85.04% |
$541K - $698K
|
9.19K
$2.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.1KNew |
$525K - $677K
|
4.1K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
4.04KNew |
$518K - $667K
|
4.04K
$1.09M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$513K - $661K
|
4K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.97K+ 94.08% |
$509K - $657K
|
8.2K
$2.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.97K+ 20.33% |
$508K - $655K
|
23.5K
$6.34M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.95KNew |
$506K - $653K
|
3.95K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.89KNew |
$498K - $643K
|
3.89K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
3.85KNew |
$493K - $635K
|
3.85K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3.81K+ 20.33% |
$489K - $630K
|
22.6K
$6.09M
|