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 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-891- 30.06% |
$120K - $178K
|
2.07K
$694K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-892- 88.67% |
$120K - $178K
|
114
$38.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-894- 18.84% |
$121K - $179K
|
3.85K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-900- 12.07% |
$121K - $180K
|
6.56K
$2.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-906- 9.98% |
$122K - $181K
|
8.18K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-910- 56.24% |
$123K - $182K
|
708
$237K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-942- 30.18% |
$127K - $188K
|
2.18K
$729K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-945- 2.63% |
$127K - $189K
|
34.9K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-952- 11.94% |
$128K - $190K
|
7.02K
$2.35M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-957- 6.79% |
$129K - $191K
|
13.1K
$4.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-959- 23.58% |
$129K - $192K
|
3.11K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-963- 10.43% |
$130K - $192K
|
8.27K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-964- 3.44% |
$130K - $193K
|
27.1K
$9.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-972- 10.85% |
$131K - $194K
|
7.98K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-991- 2.6% |
$134K - $198K
|
37.1K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-994- 1.47% |
$134K - $199K
|
66.4K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-995- 6.83% |
$134K - $199K
|
13.6K
$4.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.01K- 1.44% |
$137K - $202K
|
69.2K
$23.2M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 29.17% |
$137K - $203K
|
2.47K
$826K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.02K- 15.22% |
$137K - $204K
|
5.68K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.04K- 7.6% |
$140K - $207K
|
12.6K
$4.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.05K- 11.72% |
$141K - $209K
|
7.87K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.05K- 19.36% |
$141K - $209K
|
4.36K
$1.46M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 21.55% |
$141K - $209K
|
3.82K
$1.28M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.06K- 35.85% |
$143K - $212K
|
1.9K
$637K
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.06K- 3.64% |
$143K - $212K
|
28.1K
$9.42M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.06K- 4.69% |
$143K - $212K
|
21.6K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.06K- 9.87% |
$143K - $213K
|
9.72K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.08K- 4.11% |
$145K - $215K
|
25.1K
$8.39M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.08K- 7.41% |
$145K - $216K
|
13.5K
$4.51M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.08K- 8.24% |
$146K - $216K
|
12K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-1.08K- 0.32% |
$146K - $216K
|
333K
$112M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.09K- 15.17% |
$146K - $217K
|
6.07K
$2.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.09K- 65.62% |
$147K - $218K
|
571
$191K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-1.12K- 4.44% |
$152K - $225K
|
24.2K
$8.11M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.14K- 7.16% |
$154K - $228K
|
14.8K
$4.95M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.16K- 0.1% |
$156K - $231K
|
1.12M
$376M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.16K- 38.46% |
$156K - $231K
|
1.85K
$619K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.16K- 11.04% |
$156K - $232K
|
9.34K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 60.54% |
$157K - $232K
|
758
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 3.54% |
$160K - $237K
|
32.4K
$10.8M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.19K- 4.14% |
$161K - $238K
|
27.6K
$9.24M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 8.18% |
$161K - $239K
|
13.4K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.2K- 18.03% |
$161K - $239K
|
5.44K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.21K- 21.01% |
$163K - $242K
|
4.55K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 29.22% |
$164K - $243K
|
2.95K
$986K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.24K- 43.55% |
$167K - $248K
|
1.61K
$537K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.25K- 21.83% |
$168K - $249K
|
4.47K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.26K- 1.01% |
$169K - $251K
|
123K
$41.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.27K- 3.68% |
$172K - $255K
|
33.4K
$11.2M
|