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 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
414+ 21.5% |
$78.9K - $106K
|
2.34K
$763K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
413+ 16.51% |
$78.7K - $106K
|
2.92K
$951K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
412+ 36.88% |
$78.5K - $105K
|
1.53K
$499K
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
410+ 24.48% |
$78.1K - $105K
|
2.09K
$680K
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
408+ 10.04% |
$77.7K - $104K
|
4.47K
$1.46M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
408+ 27.95% |
$77.7K - $104K
|
1.87K
$609K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
398+ 2.45% |
$75.8K - $102K
|
16.6K
$5.42M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
398+ 7.37% |
$75.8K - $102K
|
5.8K
$1.89M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
387+ 18.16% |
$73.7K - $98.9K
|
2.52K
$821K
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
386+ 2.63% |
$73.5K - $98.6K
|
15K
$4.9M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
384+ 0.63% |
$73.2K - $98.1K
|
61.1K
$19.9M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
382+ 7.43% |
$72.8K - $97.6K
|
5.52K
$1.8M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
375+ 11.75% |
$71.5K - $95.8K
|
3.57K
$1.16M
|
|
Apr 22, 2022
Q1 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
365+ 1.02% |
$69.5K - $93.2K
|
36.3K
$11.8M
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
365+ 25.33% |
$69.5K - $93.2K
|
1.81K
$589K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
365+ 6.46% |
$69.5K - $93.2K
|
6.02K
$1.96M
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
363+ 11.83% |
$69.2K - $92.7K
|
3.43K
$1.12M
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
BUY
|
- |
360+ 7.38% |
$68.6K - $92K
|
5.24K
$1.71M
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
357+ 8.68% |
$68K - $91.2K
|
4.47K
$1.46M
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
356+ 7.36% |
$67.8K - $90.9K
|
5.19K
$1.69M
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
356+ 15.75% |
$67.8K - $90.9K
|
2.62K
$853K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
353+ 33.36% |
$67.3K - $90.2K
|
1.41K
$460K
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
352+ 10.83% |
$67.1K - $89.9K
|
3.6K
$1.17M
|
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
350+ 3.5% |
$66.7K - $89.4K
|
10.3K
$3.37M
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
BUY
|
- |
350+ 21.21% |
$66.7K - $89.4K
|
2K
$652K
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
350+ 31.82% |
$66.7K - $89.4K
|
1.45K
$473K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
349New |
$66.5K - $89.2K
|
349
$114K
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
348+ 28.9% |
$66.3K - $88.9K
|
1.55K
$506K
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
345+ 33.01% |
$65.7K - $88.1K
|
1.39K
$453K
|
|
May 18, 2022
Q1 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
344+ 0.46% |
$65.5K - $87.9K
|
74.9K
$24.4M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
338+ 26.66% |
$64.4K - $86.3K
|
1.61K
$524K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
338+ 2.23% |
$64.4K - $86.3K
|
15.5K
$5.05M
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
333+ 7.53% |
$63.4K - $85.1K
|
4.76K
$1.55M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
332+ 7.43% |
$63.3K - $84.8K
|
4.8K
$1.57M
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
327+ 5.65% |
$62.3K - $83.5K
|
6.12K
$2M
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
324+ 5.02% |
$61.7K - $82.8K
|
6.78K
$2.21M
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
316+ 7.88% |
$60.2K - $80.7K
|
4.33K
$1.41M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
315+ 4.12% |
$60K - $80.5K
|
7.96K
$2.6M
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
314+ 3.54% |
$59.8K - $80.2K
|
9.18K
$2.99M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
309+ 1.94% |
$58.9K - $78.9K
|
16.2K
$5.29M
|
|
May 09, 2022
Q1 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
308+ 1.43% |
$58.7K - $78.7K
|
21.9K
$7.15M
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
303+ 30.06% |
$57.7K - $77.4K
|
1.31K
$428K
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
303+ 2.06% |
$57.7K - $77.4K
|
15K
$4.9M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
300+ 4.02% |
$57.2K - $76.6K
|
7.76K
$2.53M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
293+ 24.75% |
$55.8K - $74.8K
|
1.48K
$482K
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
291+ 33.88% |
$55.4K - $74.3K
|
1.15K
$375K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
285+ 4.53% |
$54.3K - $72.8K
|
6.58K
$2.15M
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
285+ 3.54% |
$54.3K - $72.8K
|
8.34K
$2.72M
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
285+ 7.64% |
$54.3K - $72.8K
|
4.02K
$1.31M
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
284+ 22.59% |
$54.1K - $72.6K
|
1.54K
$503K
|