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 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.36K+ 21.31% |
$212K - $298K
|
7.75K
$2.67M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.35K+ 2.68% |
$210K - $295K
|
51.7K
$17.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.34K+ 60.98% |
$208K - $293K
|
3.53K
$1.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.34K+ 2228.33% |
$208K - $293K
|
1.4K
$481K
|
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.32K+ 77.42% |
$205K - $289K
|
3.03K
$1.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.31KNew |
$204K - $286K
|
1.31K
$451K
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1.52% |
$203K - $286K
|
87.3K
$30.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.3K+ 19.13% |
$203K - $285K
|
8.12K
$2.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.3K+ 18.28% |
$202K - $285K
|
8.42K
$2.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.29K+ 4.11% |
$200K - $282K
|
32.6K
$11.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
1.26K+ 12.32% |
$197K - $277K
|
11.5K
$3.97M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.26K+ 10.94% |
$197K - $276K
|
12.8K
$4.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.26KNew |
$196K - $276K
|
1.26K
$435K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.25K+ 21.15% |
$195K - $274K
|
7.16K
$2.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
1.25KNew |
$195K - $274K
|
1.25K
$431K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.23KNew |
$192K - $270K
|
1.23K
$425K
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
1.23KNew |
$191K - $268K
|
1.23K
$422K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.22K+ 3.6% |
$190K - $268K
|
35.2K
$12.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.22K+ 221.82% |
$190K - $267K
|
1.77K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.22K+ 10.65% |
$190K - $267K
|
12.7K
$4.37M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.21K+ 19.51% |
$189K - $265K
|
7.43K
$2.56M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.21K+ 37.45% |
$188K - $265K
|
4.44K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.2K+ 3.16% |
$187K - $263K
|
39.2K
$13.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.18K+ 2.49% |
$184K - $259K
|
48.7K
$16.8M
|
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
BUY
|
- |
1.18K+ 0.57% |
$183K - $258K
|
207K
$71.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.17K+ 11.28% |
$182K - $256K
|
11.5K
$3.97M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.16K+ 0.84% |
$181K - $255K
|
139K
$48M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.16K+ 23.52% |
$180K - $254K
|
6.09K
$2.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.14K+ 25.9% |
$178K - $250K
|
5.55K
$1.91M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.14KNew |
$178K - $250K
|
1.14K
$393K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 23.67% |
$177K - $249K
|
5.95K
$2.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
1.13K+ 517.81% |
$176K - $248K
|
1.35K
$466K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.13K+ 50.9% |
$176K - $248K
|
3.36K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.12K+ 11.85% |
$174K - $245K
|
10.6K
$3.64M
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.11K+ 6.25% |
$173K - $243K
|
18.9K
$6.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 3.35% |
$173K - $243K
|
34.3K
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.1K+ 0.55% |
$171K - $241K
|
202K
$69.5M
|
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
BUY
|
- |
1.1K+ 27.08% |
$171K - $241K
|
5.16K
$1.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 47.23% |
$171K - $241K
|
3.43K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1.08K+ 47.99% |
$167K - $235K
|
3.32K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.06K+ 21.04% |
$164K - $231K
|
6.07K
$2.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.05K+ 12.79% |
$164K - $230K
|
9.27K
$3.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.05KNew |
$163K - $229K
|
1.05K
$360K
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
1.03K+ 0.95% |
$161K - $226K
|
110K
$37.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.03K+ 17.78% |
$160K - $225K
|
6.82K
$2.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.02K+ 2.25% |
$158K - $223K
|
46.2K
$15.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.02K+ 13.79% |
$158K - $222K
|
8.37K
$2.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.01K+ 14.9% |
$157K - $220K
|
7.76K
$2.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.01K+ 7.81% |
$157K - $220K
|
13.9K
$4.79M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.01K+ 22.28% |
$157K - $220K
|
5.52K
$1.9M
|