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
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.08K+ 22.24% |
$1.35M - $1.81M
|
38.9K
$13M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.02K+ 128.71% |
$1.34M - $1.79M
|
12.5K
$4.16M
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
6.96K+ 80.12% |
$1.33M - $1.78M
|
15.7K
$5.23M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
6.84KNew |
$1.3M - $1.75M
|
6.84K
$2.28M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.84K+ 17.41% |
$1.3M - $1.75M
|
46.1K
$15.4M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
6.65K+ 10.54% |
$1.27M - $1.7M
|
69.7K
$23.3M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.64K+ 1.71% |
$1.27M - $1.7M
|
396K
$132M
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.55K+ 267.31% |
$1.25M - $1.67M
|
9K
$3M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
6.37KNew |
$1.21M - $1.63M
|
6.37K
$2.13M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.37K+ 8.68% |
$1.21M - $1.63M
|
79.8K
$26.6M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
6.34K+ 36.13% |
$1.21M - $1.62M
|
23.9K
$7.97M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.34K+ 17.86% |
$1.21M - $1.62M
|
41.8K
$14M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
6.32K+ 42.61% |
$1.2M - $1.61M
|
21.1K
$7.06M
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.28K+ 20.0% |
$1.2M - $1.6M
|
37.7K
$12.6M
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
6.17K+ 2.49% |
$1.17M - $1.57M
|
254K
$84.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.13K+ 7.97% |
$1.17M - $1.57M
|
83K
$27.7M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.11K+ 28.33% |
$1.16M - $1.56M
|
27.7K
$9.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.06KNew |
$1.15M - $1.55M
|
6.06K
$2.02M
|
|
|
May 10, 2022
Q1 2022
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
6.05K+ 2.2% |
$1.15M - $1.55M
|
281K
$93.9M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.04K+ 43.34% |
$1.15M - $1.54M
|
20K
$6.67M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.03K+ 65.13% |
$1.15M - $1.54M
|
15.3K
$5.1M
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
6K+ 227.81% |
$1.14M - $1.53M
|
8.63K
$2.88M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.97K+ 2.22% |
$1.14M - $1.53M
|
276K
$92M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.97K+ 2.22% |
$1.14M - $1.53M
|
276K
$92M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.96K+ 38.97% |
$1.14M - $1.52M
|
21.3K
$7.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
BUY
|
- |
5.96K+ 285.81% |
$1.14M - $1.52M
|
8.05K
$2.69M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.95K+ 86.45% |
$1.13M - $1.52M
|
12.8K
$4.29M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.94K+ 12.41% |
$1.13M - $1.52M
|
53.8K
$18M
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.94K+ 18.87% |
$1.13M - $1.52M
|
37.4K
$12.5M
|
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.9K+ 5.4% |
$1.12M - $1.51M
|
115K
$38.5M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.88K+ 65.49% |
$1.12M - $1.5M
|
14.9K
$4.96M
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
5.85K+ 261.74% |
$1.11M - $1.49M
|
8.09K
$2.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
5.83K+ 20.79% |
$1.11M - $1.49M
|
33.9K
$11.3M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.69K+ 155.46% |
$1.08M - $1.45M
|
9.35K
$3.12M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.63K+ 7.21% |
$1.07M - $1.44M
|
83.7K
$27.9M
|
|
|
May 16, 2022
Q1 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
5.59K+ 0.15% |
$1.07M - $1.43M
|
3.82M
$1.27B
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.46K+ 13.44% |
$1.04M - $1.39M
|
46.1K
$15.4M
|
|
|
May 10, 2022
Q1 2022
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
5.46KNew |
$1.04M - $1.39M
|
5.46K
$1.82M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.39K+ 0.91% |
$1.03M - $1.38M
|
595K
$199M
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
5.39KNew |
$1.03M - $1.38M
|
5.39K
$1.8M
|
|
|
Apr 07, 2022
Q1 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.36K+ 23.57% |
$1.02M - $1.37M
|
28.1K
$9.38M
|
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
5.34KNew |
$1.02M - $1.36M
|
5.34K
$1.78M
|
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.32KNew |
$1.01M - $1.36M
|
5.32K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.2K+ 92.67% |
$990K - $1.33M
|
10.8K
$3.61M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.16K+ 0.75% |
$982K - $1.32M
|
689K
$230M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.15K+ 44.82% |
$982K - $1.32M
|
16.6K
$5.56M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5.1KNew |
$972K - $1.3M
|
5.1K
$1.7M
|
|
|
May 05, 2022
Q1 2022
|
Ycg, LLC
|
BUY
|
- |
5.08KNew |
$967K - $1.3M
|
5.08K
$1.69M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.05KNew |
$963K - $1.29M
|
5.05K
$1.69M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.03K+ 67.35% |
$959K - $1.29M
|
12.5K
$4.18M
|