Purchases and Sales Made in Q1 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.42K+ 11.89% |
$270K - $361K
|
13.3K
$4.36M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.4K+ 4.98% |
$267K - $358K
|
29.5K
$9.66M
|
|
May 11, 2022
Q1 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.37K+ 4.74% |
$260K - $349K
|
30.2K
$9.89M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.36K+ 11.77% |
$259K - $347K
|
12.9K
$4.22M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.35K+ 2.61% |
$258K - $346K
|
53.2K
$17.4M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
1.35K+ 27.76% |
$258K - $345K
|
6.22K
$2.04M
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
BUY
|
- |
1.35K+ 15.14% |
$257K - $345K
|
10.3K
$3.36M
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.35KNew |
$257K - $344K
|
1.35K
$441K
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
1.34K+ 9.35% |
$256K - $343K
|
15.7K
$5.14M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.33K+ 17.98% |
$252K - $338K
|
8.7K
$2.85M
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.31K+ 31.79% |
$250K - $335K
|
5.44K
$1.78M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.31KNew |
$250K - $335K
|
1.31K
$429K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.31K+ 78.49% |
$249K - $334K
|
2.97K
$972K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.3KNew |
$248K - $333K
|
1.3K
$426K
|
|
May 16, 2022
Q1 2022
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.3KNew |
$248K - $332K
|
1.3K
$425K
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.3K+ 14.35% |
$248K - $332K
|
10.4K
$3.39M
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
1.3K+ 11.05% |
$248K - $332K
|
13.1K
$4.27M
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.29K+ 1.32% |
$246K - $330K
|
98.7K
$32.3M
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.29K+ 2.08% |
$246K - $330K
|
63.4K
$20.7M
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.29K+ 1.96% |
$245K - $329K
|
66.8K
$21.9M
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 75.95% |
$245K - $328K
|
2.98K
$974K
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
1.28K+ 16.9% |
$244K - $327K
|
8.85K
$2.89M
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.27K+ 119.44% |
$242K - $325K
|
2.34K
$765K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.27K+ 27.36% |
$241K - $323K
|
5.89K
$1.93M
|
|
May 16, 2022
Q1 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.25K+ 9.52% |
$238K - $319K
|
14.4K
$4.71M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.25K+ 19.06% |
$238K - $319K
|
7.8K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.25K+ 11.75% |
$238K - $319K
|
11.9K
$3.88M
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.25KNew |
$238K - $319K
|
1.25K
$408K
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.23K+ 11.61% |
$235K - $315K
|
11.8K
$3.87M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.23K+ 43.38% |
$234K - $314K
|
4.06K
$1.33M
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.22K+ 16.2% |
$233K - $312K
|
8.76K
$2.87M
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.22KNew |
$232K - $311K
|
1.22K
$399K
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.21KNew |
$230K - $308K
|
1.21K
$394K
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.2K+ 5.28% |
$229K - $307K
|
24K
$7.84M
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
1.2KNew |
$229K - $307K
|
1.2K
$393K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.2K+ 19.43% |
$228K - $306K
|
7.36K
$2.41M
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
BUY
|
- |
1.2K+ 0.96% |
$228K - $306K
|
126K
$41.4M
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.2K+ 31.32% |
$228K - $306K
|
5.02K
$1.64M
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.19K+ 9.35% |
$227K - $305K
|
14K
$4.57M
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.19K+ 99.33% |
$227K - $305K
|
2.39K
$783K
|
|
May 16, 2022
Q1 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.19KNew |
$227K - $304K
|
1.19K
$390K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 15.27% |
$225K - $302K
|
8.93K
$2.92M
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.18K+ 8.29% |
$225K - $302K
|
15.4K
$5.05M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.18K+ 75.92% |
$224K - $300K
|
2.73K
$892K
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.18K+ 1.26% |
$224K - $300K
|
94.4K
$30.9M
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.18K+ 32.64% |
$224K - $300K
|
4.78K
$1.56M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.18K+ 36.32% |
$224K - $300K
|
4.41K
$1.44M
|
|
May 13, 2022
Q1 2022
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
1.15KNew |
$219K - $294K
|
1.15K
$376K
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.15K+ 14.76% |
$219K - $293K
|
8.92K
$2.92M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 3.86% |
$218K - $293K
|
30.8K
$10.1M
|