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 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
BUY
|
- |
225+ 2.06% |
$42.9K - $57.5K
|
11.2K
$3.64M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
225+ 5.16% |
$42.9K - $57.5K
|
4.59K
$1.5M
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
BUY
|
- |
222+ 1.47% |
$42.3K - $56.7K
|
15.3K
$5M
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
218+ 19.98% |
$41.5K - $55.7K
|
1.31K
$427K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
218+ 8.8% |
$41.5K - $55.7K
|
2.7K
$878K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
218+ 5.59% |
$41.5K - $55.7K
|
4.12K
$1.34M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
217+ 9.43% |
$41.3K - $55.4K
|
2.52K
$821K
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
217+ 7.83% |
$41.3K - $55.4K
|
2.99K
$974K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
217+ 12.57% |
$41.3K - $55.4K
|
1.94K
$633K
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
210+ 2.21% |
$40K - $53.6K
|
9.72K
$3.17M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
210New |
$40K - $53.6K
|
210
$68.4K
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
209+ 23.02% |
$39.8K - $53.4K
|
1.12K
$364K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
205+ 122.02% |
$39.1K - $52.4K
|
373
$122K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
204+ 28.1% |
$38.9K - $52.1K
|
930
$303K
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
203+ 9.7% |
$38.7K - $51.9K
|
2.3K
$748K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
203+ 6.03% |
$38.7K - $51.9K
|
3.57K
$1.16M
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
202+ 5.35% |
$38.5K - $51.6K
|
3.98K
$1.3M
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
201+ 13.38% |
$38.3K - $51.3K
|
1.7K
$555K
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
201+ 24.63% |
$38.3K - $51.3K
|
1.02K
$331K
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
200+ 14.23% |
$38.1K - $51.1K
|
1.61K
$523K
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200+ 28.57% |
$38.1K - $51.1K
|
900
$293K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
196New |
$37.3K - $50.1K
|
196
$63.9K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
194+ 1.13% |
$37K - $49.6K
|
17.4K
$5.65M
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
192+ 5.99% |
$36.6K - $49K
|
3.4K
$1.11M
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
192+ 3.57% |
$36.6K - $49K
|
5.58K
$1.82M
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
191+ 4.58% |
$36.4K - $48.8K
|
4.36K
$1.42M
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
191+ 5.27% |
$36.4K - $48.8K
|
3.82K
$1.24M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
190+ 2.76% |
$36.2K - $48.5K
|
7.08K
$2.31M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
189+ 4.6% |
$36K - $48.3K
|
4.3K
$1.4M
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
188+ 1.24% |
$35.8K - $48K
|
15.4K
$5.01M
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
188+ 3.95% |
$35.8K - $48K
|
4.95K
$1.61M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
186+ 42.76% |
$35.4K - $47.5K
|
621
$202K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
184+ 3.41% |
$35.1K - $47K
|
5.59K
$1.82M
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
182+ 3.6% |
$34.7K - $46.5K
|
5.24K
$1.71M
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
181+ 0.78% |
$34.5K - $46.2K
|
23.2K
$7.57M
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
180+ 7.1% |
$34.3K - $46K
|
2.72K
$885K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
180+ 360.0% |
$34.3K - $46K
|
230
$75K
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
175+ 18.27% |
$33.3K - $44.7K
|
1.13K
$369K
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
175+ 1.66% |
$33.3K - $44.7K
|
10.7K
$3.49M
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
174+ 22.66% |
$33.2K - $44.5K
|
942
$307K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
173+ 7.17% |
$33K - $44.2K
|
2.59K
$843K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
172+ 4.12% |
$32.8K - $43.9K
|
4.35K
$1.42M
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
172+ 19.63% |
$32.8K - $43.9K
|
1.05K
$342K
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
171+ 0.66% |
$32.6K - $43.7K
|
26.2K
$8.53M
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
170+ 8.98% |
$32.4K - $43.4K
|
2.06K
$672K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
170+ 1.0% |
$32.4K - $43.4K
|
17.1K
$5.58M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
169+ 4.09% |
$32.2K - $43.2K
|
4.3K
$1.4M
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
167+ 1.91% |
$31.8K - $42.7K
|
8.89K
$2.9M
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
167+ 14.08% |
$31.8K - $42.7K
|
1.35K
$441K
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
BUY
|
- |
166+ 5.52% |
$31.6K - $42.4K
|
3.17K
$1.03M
|