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
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.02K+ 85.96% |
$957K - $1.28M
|
10.9K
$3.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
5.01KNew |
$955K - $1.28M
|
5.01K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
5.01KNew |
$955K - $1.28M
|
5.01K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5K+ 24.82% |
$953K - $1.28M
|
25.2K
$8.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Lannebo Fonder Ab
|
BUY
|
- |
5K+ 3.7% |
$953K - $1.28M
|
140K
$46.7M
|
|
|
May 12, 2022
Q1 2022
|
Sycomore Asset Management
|
BUY
|
- |
4.97K+ 4.03% |
$948K - $1.27M
|
128K
$42.8M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.93K+ 5.77% |
$940K - $1.26M
|
90.3K
$30.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.93K+ 23.19% |
$939K - $1.26M
|
26.2K
$8.74M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.88K+ 33.62% |
$930K - $1.25M
|
19.4K
$6.48M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.86K+ 2.44% |
$927K - $1.24M
|
204K
$68.3M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.78K+ 137.26% |
$911K - $1.22M
|
8.27K
$2.76M
|
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4.74KNew |
$904K - $1.21M
|
4.74K
$1.58M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.74K+ 23.01% |
$903K - $1.21M
|
25.3K
$8.46M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.72K+ 20.53% |
$899K - $1.21M
|
27.7K
$9.25M
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4.71K+ 4.05% |
$897K - $1.2M
|
121K
$40.3M
|
|
|
May 05, 2022
Q1 2022
|
Amf Tjanstepension Ab
|
BUY
|
- |
4.69K+ 0.81% |
$894K - $1.2M
|
581K
$194M
|
|
|
May 06, 2022
Q1 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.67KNew |
$889K - $1.19M
|
4.67K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.65K+ 1.81% |
$886K - $1.19M
|
262K
$87.4M
|
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
4.65K+ 7.92% |
$886K - $1.19M
|
63.4K
$21.2M
|
|
|
May 13, 2022
Q1 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.63K+ 6.26% |
$881K - $1.18M
|
78.6K
$26.2M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.61K+ 4.72% |
$878K - $1.18M
|
102K
$34.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.43K+ 53.82% |
$844K - $1.13M
|
12.7K
$4.23M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.4K+ 29.33% |
$838K - $1.12M
|
19.4K
$6.47M
|
|
|
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
4.38K+ 8.92% |
$835K - $1.12M
|
53.5K
$17.9M
|
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.37KNew |
$833K - $1.12M
|
4.37K
$1.46M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$832K - $1.12M
|
4.37K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
4.35K+ 4.86% |
$829K - $1.11M
|
93.8K
$31.3M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
4.34K+ 12.97% |
$827K - $1.11M
|
37.8K
$12.6M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.28K+ 29.32% |
$816K - $1.09M
|
18.9K
$6.31M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.26K+ 1.5% |
$812K - $1.09M
|
289K
$96.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.15K+ 10.54% |
$790K - $1.06M
|
43.5K
$14.5M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
4.14K+ 9.35% |
$788K - $1.06M
|
48.4K
$16.2M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.12K+ 16.57% |
$785K - $1.05M
|
29K
$9.68M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.11KNew |
$784K - $1.05M
|
4.11K
$1.37M
|
|
|
Apr 26, 2022
Q1 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.11K+ 20.14% |
$782K - $1.05M
|
24.5K
$8.18M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
4.05K+ 34.79% |
$772K - $1.04M
|
15.7K
$5.24M
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.01KNew |
$764K - $1.02M
|
4.01K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.01K+ 0.94% |
$763K - $1.02M
|
428K
$143M
|
|
|
Apr 26, 2022
Q1 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4K+ 21.28% |
$761K - $1.02M
|
22.8K
$7.6M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.97K+ 73.82% |
$757K - $1.01M
|
9.35K
$3.12M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.93KNew |
$748K - $1M
|
3.93K
$1.31M
|
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.92K+ 44.65% |
$747K - $1M
|
12.7K
$4.24M
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.92K+ 39.24% |
$746K - $1M
|
13.9K
$4.64M
|
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
3.83KNew |
$731K - $979K
|
3.83K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82K+ 5.88% |
$728K - $976K
|
68.8K
$23M
|
|
|
May 10, 2022
Q1 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
3.81KNew |
$726K - $973K
|
3.81K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.81K+ 18.83% |
$726K - $973K
|
24K
$8.03M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
3.8KNew |
$724K - $971K
|
3.8K
$1.27M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
3.78K+ 26.96% |
$719K - $965K
|
17.8K
$5.94M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.76K+ 4.83% |
$717K - $961K
|
81.7K
$27.3M
|