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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.1K- 33.43% |
$210K - $281K
|
2.19K
$743K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 2.27% |
$212K - $285K
|
48K
$16.3M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.13KClosed |
$215K - $288K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.17K- 17.91% |
$223K - $298K
|
5.36K
$1.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.17KClosed |
$223K - $299K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$225K - $302K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.19K- 9.1% |
$226K - $303K
|
11.8K
$4.02M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.19K- 35.18% |
$227K - $304K
|
2.19K
$744K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$228K - $306K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.2K- 8.38% |
$228K - $306K
|
13.1K
$4.45M
|
|
|
May 10, 2022
Q1 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.2K- 5.62% |
$229K - $307K
|
20.2K
$6.84M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.2K- 8.8% |
$229K - $307K
|
12.5K
$4.23M
|
|
|
May 10, 2022
Q1 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.23K- 18.47% |
$234K - $314K
|
5.43K
$1.84M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.23K- 32.28% |
$235K - $314K
|
2.58K
$876K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.24KClosed |
$235K - $315K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.24KClosed |
$237K - $318K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.26K- 7.53% |
$240K - $322K
|
15.5K
$5.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-1.27K- 17.95% |
$241K - $323K
|
5.79K
$1.96M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.28KClosed |
$245K - $328K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.29K- 22.58% |
$246K - $329K
|
4.42K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.29K- 7.45% |
$246K - $330K
|
16.1K
$5.45M
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-1.3K- 17.54% |
$247K - $331K
|
6.09K
$2.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-1.31K- 2.57% |
$249K - $334K
|
49.5K
$16.8M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.31KClosed |
$249K - $334K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.31K- 9.25% |
$249K - $334K
|
12.8K
$4.35M
|
|
|
May 09, 2022
Q1 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.31KClosed |
$249K - $334K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.32KClosed |
$252K - $338K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.33K- 12.9% |
$254K - $341K
|
9.01K
$3.05M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.34KClosed |
$255K - $341K
|
0
$0
|
|
|
Jun 06, 2022
Q1 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.35K- 12.52% |
$257K - $345K
|
9.44K
$3.2M
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 20.02% |
$257K - $345K
|
5.4K
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.36K- 17.74% |
$259K - $347K
|
6.3K
$2.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.37K- 4.02% |
$260K - $349K
|
32.6K
$11.1M
|
|
|
May 09, 2022
Q1 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-1.38K- 4.25% |
$262K - $351K
|
31K
$10.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.38K- 22.68% |
$262K - $352K
|
4.69K
$1.59M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.38K- 47.54% |
$263K - $353K
|
1.52K
$517K
|
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
SELL
|
- |
-1.39K- 48.22% |
$265K - $356K
|
1.5K
$507K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.41K- 23.86% |
$268K - $359K
|
4.49K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.42K- 21.06% |
$270K - $362K
|
5.31K
$1.8M
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.43K- 9.73% |
$273K - $366K
|
13.3K
$4.51M
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.43KClosed |
$273K - $366K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-1.44KClosed |
$274K - $368K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-1.45K- 6.58% |
$276K - $370K
|
20.6K
$6.98M
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.47KClosed |
$280K - $375K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.51K- 20.62% |
$287K - $385K
|
5.8K
$1.97M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.52K- 21.98% |
$289K - $388K
|
5.39K
$1.83M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 48.58% |
$300K - $402K
|
1.67K
$565K
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.57K- 32.23% |
$300K - $402K
|
3.31K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.6K- 8.64% |
$304K - $408K
|
16.9K
$5.73M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 45.81% |
$304K - $408K
|
1.89K
$641K
|