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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-266- 2.55% |
$35.9K - $53.1K
|
10.2K
$3.47M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-268- 1.82% |
$36.1K - $53.5K
|
14.5K
$4.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-270- 0.79% |
$36.4K - $53.9K
|
33.9K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-272- 14.23% |
$36.7K - $54.3K
|
1.64K
$560K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-273- 3.85% |
$36.8K - $54.5K
|
6.82K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-277- 9.63% |
$37.3K - $55.3K
|
2.6K
$888K
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-280- 5.26% |
$37.7K - $55.9K
|
5.04K
$1.72M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-290- 9.69% |
$39.1K - $57.9K
|
2.7K
$924K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-293- 11.41% |
$39.5K - $58.5K
|
2.28K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-296- 35.84% |
$39.9K - $59.1K
|
530
$181K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-298- 2.84% |
$40.2K - $59.5K
|
10.2K
$3.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-300- 13.64% |
$40.4K - $59.9K
|
1.9K
$649K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-300- 11.05% |
$40.4K - $59.9K
|
2.42K
$826K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-300- 5.46% |
$40.4K - $59.9K
|
5.2K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-300- 31.38% |
$40.4K - $59.9K
|
656
$224K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-308- 5.93% |
$41.5K - $61.5K
|
4.89K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-311- 4.71% |
$41.9K - $62.1K
|
6.29K
$2.15M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-314- 2.6% |
$42.3K - $62.7K
|
11.7K
$4.01M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-320- 3.76% |
$43.1K - $63.9K
|
8.19K
$2.8M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-321- 19.65% |
$43.3K - $64.1K
|
1.31K
$449K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-325- 9.43% |
$43.8K - $64.9K
|
3.12K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-326- 2.57% |
$43.9K - $65.1K
|
12.3K
$4.22M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-335- 18.84% |
$45.2K - $66.9K
|
1.44K
$493K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-336- 0.83% |
$45.3K - $67.1K
|
40.3K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-340- 9.51% |
$45.8K - $67.9K
|
3.24K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-340- 11.97% |
$45.8K - $67.9K
|
2.5K
$855K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-342- 4.15% |
$46.1K - $68.3K
|
7.91K
$2.7M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-346- 10.7% |
$46.6K - $69.1K
|
2.89K
$987K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-348- 10.65% |
$46.9K - $69.5K
|
2.92K
$997K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-351- 14.29% |
$47.3K - $70.1K
|
2.11K
$719K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-354- 0.2% |
$47.7K - $70.7K
|
174K
$59.5M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-355- 1.21% |
$47.9K - $70.9K
|
28.9K
$9.88M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-359- 6.12% |
$48.4K - $71.7K
|
5.51K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-361- 9.07% |
$48.7K - $72.1K
|
3.62K
$1.24M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-374Closed |
$50.4K - $74.7K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-375- 16.51% |
$50.6K - $74.9K
|
1.9K
$648K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-378- 36.42% |
$51K - $75.5K
|
660
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-382- 9.47% |
$51.5K - $76.3K
|
3.65K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-382- 15.47% |
$51.5K - $76.3K
|
2.09K
$713K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-383- 3.42% |
$51.6K - $76.5K
|
10.8K
$3.7M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-386- 14.0% |
$52K - $77.1K
|
2.37K
$811K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-386- 19.58% |
$52K - $77.1K
|
1.59K
$542K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-395- 16.19% |
$53.2K - $78.9K
|
2.05K
$699K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-398- 37.9% |
$53.7K - $79.5K
|
652
$223K
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-400- 6.31% |
$53.9K - $79.9K
|
5.94K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-405- 2.04% |
$54.6K - $80.9K
|
19.5K
$6.65M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-405- 0.16% |
$54.6K - $80.9K
|
250K
$85.6M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-405- 0.16% |
$54.6K - $80.9K
|
250K
$85.6M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-410- 4.81% |
$55.3K - $81.9K
|
8.11K
$2.77M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-418- 2.69% |
$56.3K - $83.5K
|
15.1K
$5.17M
|