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 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.86KClosed |
$1.12M - $1.5M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.9K- 3.84% |
$1.12M - $1.51M
|
148K
$49.3M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5.94K- 24.76% |
$1.13M - $1.52M
|
18K
$6.02M
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-5.95KClosed |
$1.13M - $1.52M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-5.99K- 16.05% |
$1.14M - $1.53M
|
31.3K
$10.5M
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6K- 10.64% |
$1.14M - $1.53M
|
50.4K
$16.8M
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-6.11K- 29.78% |
$1.16M - $1.56M
|
14.4K
$4.81M
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.11K- 1.89% |
$1.16M - $1.56M
|
317K
$106M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.19K- 42.94% |
$1.18M - $1.58M
|
8.22K
$2.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-6.3K- 6.21% |
$1.2M - $1.61M
|
95.1K
$31.8M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.5K- 28.64% |
$1.24M - $1.66M
|
16.2K
$5.4M
|
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-6.6KClosed |
$1.26M - $1.69M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-6.64K- 1.6% |
$1.27M - $1.7M
|
410K
$137M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.67K- 44.08% |
$1.27M - $1.7M
|
8.46K
$2.82M
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-6.71KClosed |
$1.28M - $1.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.77KClosed |
$1.29M - $1.73M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-7.08K- 1.33% |
$1.35M - $1.81M
|
525K
$175M
|
|
|
May 16, 2022
Q1 2022
|
Emerson Point Capital LP
Larchmont, NY |
SELL
|
- |
-7.13KClosed |
$1.36M - $1.82M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.15K- 19.04% |
$1.36M - $1.83M
|
30.4K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-7.17K- 21.04% |
$1.37M - $1.83M
|
26.9K
$8.98M
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-7.27K- 5.38% |
$1.39M - $1.86M
|
128K
$42.7M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.3K- 13.57% |
$1.39M - $1.87M
|
46.5K
$15.5M
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-7.37KClosed |
$1.4M - $1.88M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.4K- 26.07% |
$1.41M - $1.89M
|
21K
$7.01M
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-7.66K- 87.82% |
$1.46M - $1.96M
|
1.06K
$355K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7.67K- 23.69% |
$1.46M - $1.96M
|
24.7K
$8.25M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7.84KClosed |
$1.49M - $2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-7.86K- 67.69% |
$1.5M - $2.01M
|
3.75K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-8.15KClosed |
$1.55M - $2.08M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-8.17K- 18.3% |
$1.56M - $2.09M
|
36.5K
$12.2M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.18K- 28.44% |
$1.56M - $2.09M
|
20.6K
$6.87M
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8.19KClosed |
$1.56M - $2.09M
|
0
$0
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-8.2K- 27.92% |
$1.56M - $2.09M
|
21.2K
$7.07M
|
|
|
May 13, 2022
Q1 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.29K- 70.19% |
$1.58M - $2.12M
|
3.52K
$1.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-8.7K- 64.84% |
$1.66M - $2.22M
|
4.72K
$1.58M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-8.76K- 70.48% |
$1.67M - $2.24M
|
3.67K
$1.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.77K- 44.59% |
$1.67M - $2.24M
|
10.9K
$3.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.78K- 71.01% |
$1.67M - $2.24M
|
3.58K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-8.87K- 42.78% |
$1.69M - $2.27M
|
11.9K
$3.96M
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-8.98K- 67.5% |
$1.71M - $2.3M
|
4.33K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-9.09K- 68.78% |
$1.73M - $2.32M
|
4.13K
$1.38M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-9.14K- 26.56% |
$1.74M - $2.33M
|
25.3K
$8.43M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.21K- 3.49% |
$1.76M - $2.35M
|
255K
$85.1M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.21K- 9.06% |
$1.76M - $2.35M
|
92.5K
$30.9M
|
|
|
May 12, 2022
Q1 2022
|
Breakline Capital LLC
New York, NY |
SELL
|
- |
-9.22K- 47.47% |
$1.76M - $2.35M
|
10.2K
$3.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-9.24K- 12.7% |
$1.76M - $2.36M
|
63.5K
$21.2M
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-9.28K- 84.01% |
$1.77M - $2.37M
|
1.77K
$590K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.51K- 12.63% |
$1.81M - $2.43M
|
65.8K
$22M
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.52K- 54.01% |
$1.81M - $2.43M
|
8.11K
$2.71M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-9.58K- 57.62% |
$1.83M - $2.45M
|
7.05K
$2.35M
|