Purchases and Sales Made in Q1 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 2023. 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 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 4.96% |
$3.91K - $5.79K
|
556
$190K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-29- 0.25% |
$3.91K - $5.79K
|
11.5K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-29- 0.27% |
$3.91K - $5.79K
|
10.7K
$3.67M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29- 36.71% |
$3.91K - $5.79K
|
50
$17.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-30- 11.86% |
$4.04K - $5.99K
|
223
$76.2K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.52% |
$4.04K - $5.99K
|
5.78K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-33- 0.04% |
$4.45K - $6.59K
|
90.8K
$31M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-34- 0.12% |
$4.58K - $6.79K
|
28.5K
$9.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-36- 1.89% |
$4.85K - $7.19K
|
1.87K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-36- 2.06% |
$4.85K - $7.19K
|
1.71K
$585K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 2.51% |
$5.12K - $7.59K
|
1.47K
$504K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.82% |
$5.12K - $7.59K
|
2.05K
$699K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-39- 30.95% |
$5.26K - $7.79K
|
87
$29.7K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-39- 86.67% |
$5.26K - $7.79K
|
6
$2.05K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-40- 0.45% |
$5.39K - $7.99K
|
8.89K
$3.04M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 0.84% |
$5.39K - $7.99K
|
4.73K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 0.44% |
$5.53K - $8.19K
|
9.35K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-41- 0.94% |
$5.53K - $8.19K
|
4.31K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-41- 3.3% |
$5.53K - $8.19K
|
1.2K
$410K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-42- 0.33% |
$5.66K - $8.39K
|
12.6K
$4.31M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-42- 1.58% |
$5.66K - $8.39K
|
2.61K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-43- 1.35% |
$5.8K - $8.59K
|
3.14K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-44- 1.13% |
$5.93K - $8.79K
|
3.84K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-44- 2.5% |
$5.93K - $8.79K
|
1.72K
$587K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-44- 2.29% |
$5.93K - $8.79K
|
1.88K
$642K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.43% |
$6.07K - $8.99K
|
10.5K
$3.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-45- 0.88% |
$6.07K - $8.99K
|
5.05K
$1.73M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-45- 0.77% |
$6.07K - $8.99K
|
5.82K
$1.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-46- 0.28% |
$6.2K - $9.19K
|
16.3K
$5.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 0.8% |
$6.34K - $9.39K
|
5.84K
$2M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-48- 0.26% |
$6.47K - $9.59K
|
18.4K
$6.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-48- 2.47% |
$6.47K - $9.59K
|
1.89K
$647K
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-48- 0.26% |
$6.47K - $9.59K
|
18.6K
$6.35M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-48- 0.01% |
$6.47K - $9.59K
|
901K
$308M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 10.78% |
$6.74K - $9.99K
|
414
$141K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 2.62% |
$6.74K - $9.99K
|
1.86K
$636K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-50- 2.15% |
$6.74K - $9.99K
|
2.28K
$777K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 2.66% |
$6.74K - $9.99K
|
1.83K
$626K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-53- 1.37% |
$7.14K - $10.6K
|
3.81K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-53- 1.87% |
$7.14K - $10.6K
|
2.78K
$951K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-53- 1.67% |
$7.14K - $10.6K
|
3.12K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-54- 0.28% |
$7.28K - $10.8K
|
19.3K
$6.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-55- 0.2% |
$7.41K - $11K
|
26.8K
$9.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-55- 20.37% |
$7.41K - $11K
|
215
$73.5K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-55- 37.93% |
$7.41K - $11K
|
90
$30.8K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-56- 0.53% |
$7.55K - $11.2K
|
10.5K
$3.58M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-56- 0.53% |
$7.55K - $11.2K
|
10.5K
$3.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-57- 0.93% |
$7.68K - $11.4K
|
6.09K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-57- 2.66% |
$7.68K - $11.4K
|
2.09K
$713K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-60- 1.2% |
$8.09K - $12K
|
4.96K
$1.69M
|