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
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.78K+ 26.83% |
$485K - $625K
|
17.9K
$4.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.7K+ 27.65% |
$475K - $612K
|
17.1K
$4.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.68K+ 17.16% |
$472K - $608K
|
25.1K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.68KNew |
$472K - $608K
|
3.68K
$993K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
3.67K+ 75.89% |
$471K - $607K
|
8.51K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
3.65K+ 0.82% |
$468K - $603K
|
448K
$121M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.65KNew |
$468K - $603K
|
3.65K
$985K
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.51KNew |
$449K - $579K
|
3.51K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
3.5K+ 35.43% |
$449K - $578K
|
13.4K
$3.61M
|
|
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
3.49K+ 18.58% |
$448K - $577K
|
22.3K
$6.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 15.71% |
$447K - $576K
|
25.7K
$6.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.48KNew |
$447K - $576K
|
3.48K
$940K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.48KNew |
$446K - $574K
|
3.48K
$938K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.44K+ 3.73% |
$441K - $568K
|
95.7K
$25.8M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.42KNew |
$439K - $566K
|
3.42K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.37K+ 74.89% |
$432K - $556K
|
7.86K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.34K+ 28.75% |
$428K - $552K
|
15K
$4.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.34KNew |
$428K - $552K
|
3.34K
$901K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.31KNew |
$425K - $547K
|
3.31K
$894K
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.27KNew |
$419K - $540K
|
3.27K
$881K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.25KNew |
$417K - $537K
|
3.25K
$878K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.25K+ 18.5% |
$416K - $536K
|
20.8K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.25KNew |
$416K - $536K
|
3.25K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 5.41% |
$415K - $535K
|
63K
$17M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.18KNew |
$408K - $526K
|
3.18K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.11KNew |
$399K - $514K
|
3.11K
$840K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.11K+ 0.54% |
$399K - $514K
|
577K
$156M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.1K+ 39.17% |
$397K - $512K
|
11K
$2.97M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.07K+ 1.16% |
$394K - $508K
|
269K
$72.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.07KNew |
$394K - $508K
|
3.07K
$829K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.05KNew |
$391K - $504K
|
3.05K
$823K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.05KNew |
$391K - $504K
|
3.05K
$823K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
3.02K+ 56.46% |
$387K - $499K
|
8.37K
$2.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
3.01K+ 1.84% |
$386K - $497K
|
167K
$45.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.96K+ 42.72% |
$380K - $489K
|
9.89K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94K+ 51.44% |
$377K - $486K
|
8.65K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$376K - $485K
|
2.94K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.85K+ 37.18% |
$366K - $472K
|
10.5K
$2.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.84KNew |
$364K - $469K
|
2.84K
$766K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.77K+ 8.1% |
$355K - $458K
|
37K
$9.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.76K+ 3.7% |
$354K - $457K
|
77.4K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.76K+ 54.48% |
$353K - $455K
|
7.82K
$2.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.73KNew |
$351K - $452K
|
2.73K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.71K+ 7.8% |
$348K - $448K
|
37.5K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.71K+ 589.13% |
$347K - $448K
|
3.17K
$856K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.66K+ 100.42% |
$340K - $439K
|
5.3K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.65K+ 29.14% |
$340K - $438K
|
11.7K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
2.63KNew |
$338K - $435K
|
2.63K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.63K+ 8.85% |
$337K - $435K
|
32.4K
$8.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 20.9% |
$335K - $432K
|
15.1K
$4.08M
|