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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.6K+ 6.68% |
$333K - $430K
|
41.6K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.59K+ 114.17% |
$333K - $429K
|
4.87K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.58KNew |
$330K - $426K
|
2.58K
$724K
|
|
|
Feb 08, 2023
Q4 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
2.55K+ 1.82% |
$326K - $421K
|
142K
$39.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 2.89% |
$323K - $416K
|
89.8K
$25.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.51K+ 18.5% |
$322K - $415K
|
16.1K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.5KNew |
$321K - $413K
|
2.5K
$702K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.47KNew |
$316K - $408K
|
2.47K
$693K
|
|
|
Feb 14, 2023
Q4 2022
|
Alua Capital Management LP
New York, NY |
BUY
|
- |
2.46K+ 0.61% |
$315K - $406K
|
407K
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.45K+ 36.89% |
$314K - $405K
|
9.09K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.45K+ 20.85% |
$314K - $405K
|
14.2K
$3.99M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.44KNew |
$313K - $403K
|
2.44K
$686K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.42K+ 22.61% |
$310K - $400K
|
13.1K
$3.68M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
2.4K+ 0.89% |
$308K - $397K
|
272K
$76.4M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.4KNew |
$307K - $396K
|
2.4K
$673K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.38K+ 157.62% |
$305K - $393K
|
3.89K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.38KNew |
$305K - $393K
|
2.38K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.37K+ 1.52% |
$303K - $391K
|
158K
$44.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
2.3K+ 0.85% |
$295K - $380K
|
272K
$76.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.28K+ 30.0% |
$293K - $377K
|
9.9K
$2.78M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 28.91% |
$292K - $377K
|
10.2K
$2.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.27K+ 5.71% |
$291K - $375K
|
41.9K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.22KNew |
$285K - $367K
|
2.22K
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
2.21KNew |
$283K - $365K
|
2.21K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.21KNew |
$283K - $365K
|
2.21K
$620K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.18K+ 12.42% |
$279K - $360K
|
19.7K
$5.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
2.17K+ 0.4% |
$279K - $359K
|
549K
$154M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.17KNew |
$278K - $359K
|
2.17K
$610K
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.16KNew |
$277K - $358K
|
2.16K
$608K
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.15K+ 12.63% |
$276K - $356K
|
19.2K
$5.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.14K+ 62.53% |
$275K - $354K
|
5.57K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.12K+ 28.64% |
$272K - $350K
|
9.52K
$2.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.1K+ 19.43% |
$269K - $347K
|
12.9K
$3.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.08K+ 9.08% |
$267K - $344K
|
25K
$7.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.08K+ 14.48% |
$266K - $343K
|
16.4K
$4.62M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.03K+ 20.18% |
$260K - $335K
|
12.1K
$3.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Ascension Asset Management LLC
|
BUY
|
- |
2.02K+ 75.66% |
$259K - $334K
|
4.69K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.01KNew |
$258K - $332K
|
2.01K
$565K
|
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2K+ 65.57% |
$256K - $331K
|
5.05K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.99KNew |
$256K - $330K
|
1.99K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.96K+ 6.26% |
$252K - $325K
|
33.4K
$9.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.94KNew |
$249K - $321K
|
1.94K
$545K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.94K+ 8.28% |
$248K - $320K
|
25.3K
$7.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$246K - $316K
|
1.92K
$538K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.92KNew |
$246K - $316K
|
1.92K
$538K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
1.91K+ 36.08% |
$245K - $316K
|
7.21K
$2.03M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.9KNew |
$243K - $313K
|
1.9K
$532K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.89K+ 48.41% |
$242K - $312K
|
5.79K
$1.63M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.89K+ 9.07% |
$242K - $312K
|
22.7K
$6.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
1.89KNew |
$242K - $312K
|
1.89K
$530K
|