Purchases and Sales Made in Q2 2022 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.8K+ 3.35% |
$281K - $395K
|
55.6K
$17.7M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.8K+ 4.47% |
$280K - $394K
|
42K
$13.4M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.78K+ 23.84% |
$277K - $389K
|
9.24K
$2.94M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.78K+ 8.78% |
$276K - $389K
|
22K
$7M
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.77K+ 12.49% |
$275K - $387K
|
15.9K
$5.07M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.76K+ 37.51% |
$274K - $385K
|
6.45K
$2.05M
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.76K+ 2.43% |
$274K - $385K
|
74.2K
$23.6M
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.75K+ 12.25% |
$272K - $383K
|
16K
$5.1M
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.75K+ 10.01% |
$272K - $383K
|
19.2K
$6.11M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.75K+ 10.07% |
$272K - $383K
|
19.1K
$6.07M
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
BUY
|
- |
1.75K+ 2.55% |
$272K - $382K
|
70.2K
$22.3M
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 3.63% |
$271K - $381K
|
49.8K
$15.8M
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
1.74K+ 6.46% |
$271K - $381K
|
28.7K
$9.13M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.73K+ 14.87% |
$270K - $379K
|
13.4K
$4.25M
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
BUY
|
- |
1.73K+ 11.23% |
$268K - $378K
|
17.1K
$5.43M
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.71K+ 38.16% |
$266K - $374K
|
6.2K
$1.97M
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.7K+ 12.23% |
$265K - $372K
|
15.6K
$4.96M
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
1.7K+ 15.9% |
$264K - $372K
|
12.4K
$3.93M
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 20.31% |
$264K - $371K
|
10K
$3.19M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.68K+ 0.3% |
$261K - $367K
|
560K
$178M
|
|
Aug 15, 2022
Q2 2022
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.68KNew |
$261K - $367K
|
1.68K
$533K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.66K+ 36.66% |
$259K - $364K
|
6.2K
$1.97M
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
BUY
|
- |
1.65K+ 4.29% |
$257K - $361K
|
40.1K
$12.7M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.65K+ 21.26% |
$256K - $360K
|
9.38K
$2.98M
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.63KNew |
$254K - $358K
|
1.63K
$519K
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
1.61K+ 2.17% |
$250K - $351K
|
75.5K
$24M
|
|
Aug 15, 2022
Q2 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
1.6K+ 57.98% |
$249K - $351K
|
4.37K
$1.39M
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.59K+ 0.59% |
$248K - $349K
|
270K
$85.9M
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.59K+ 19.4% |
$248K - $349K
|
9.8K
$3.12M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.59K+ 51.41% |
$247K - $348K
|
4.68K
$1.49M
|
|
Sep 27, 2022
Q2 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.59K+ 33.15% |
$247K - $347K
|
6.37K
$2.02M
|
|
Aug 15, 2022
Q2 2022
|
Resonate Capital, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 15.36% |
$246K - $346K
|
11.9K
$3.77M
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.56K+ 45.72% |
$243K - $341K
|
4.97K
$1.58M
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
1.53KNew |
$238K - $335K
|
1.53K
$486K
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
1.52K+ 24.78% |
$236K - $332K
|
7.63K
$2.43M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51K+ 3.28% |
$235K - $331K
|
47.6K
$15.1M
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
1.51K+ 1.78% |
$235K - $331K
|
86.4K
$27.5M
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.5KNew |
$233K - $328K
|
1.5K
$477K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.48K+ 10.13% |
$231K - $325K
|
16.1K
$5.13M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 15.35% |
$231K - $324K
|
11.1K
$3.54M
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.47KNew |
$229K - $322K
|
1.47K
$467K
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
1.47K+ 16.1% |
$228K - $321K
|
10.6K
$3.36M
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.46K+ 9.18% |
$228K - $320K
|
17.4K
$5.53M
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.45K+ 172.0% |
$226K - $317K
|
2.29K
$729K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.43K+ 28.83% |
$222K - $312K
|
6.38K
$2.03M
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.43K+ 11.22% |
$222K - $312K
|
14.1K
$4.49M
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.43K+ 16.04% |
$222K - $312K
|
10.3K
$3.28M
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.41KNew |
$219K - $308K
|
1.41K
$447K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.39K+ 22.04% |
$216K - $304K
|
7.69K
$2.44M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.38K+ 19.51% |
$215K - $302K
|
8.46K
$2.69M
|