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 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1KNew |
$156K - $219K
|
1K
$344K
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
982+ 5.72% |
$153K - $215K
|
18.2K
$6.26M
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
968+ 10.18% |
$151K - $212K
|
10.5K
$3.61M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
967+ 50.26% |
$150K - $212K
|
2.89K
$996K
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
963+ 0.17% |
$150K - $211K
|
576K
$199M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
956+ 2.25% |
$149K - $209K
|
43.4K
$15M
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
953+ 59.38% |
$148K - $209K
|
2.56K
$881K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
944+ 11.63% |
$147K - $207K
|
9.06K
$3.12M
|
|
Aug 10, 2022
Q2 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
935+ 12.85% |
$145K - $205K
|
8.21K
$2.83M
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
914+ 5.84% |
$142K - $200K
|
16.6K
$5.71M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
907+ 50.0% |
$141K - $198K
|
2.72K
$937K
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
902+ 17.38% |
$140K - $197K
|
6.09K
$2.1M
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
901+ 1.47% |
$140K - $197K
|
62K
$21.4M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
898+ 0.52% |
$140K - $197K
|
175K
$60.1M
|
|
Jul 29, 2022
Q2 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
893+ 1.6% |
$139K - $195K
|
56.9K
$19.6M
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
892+ 23.76% |
$139K - $195K
|
4.65K
$1.6M
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
880+ 15.37% |
$137K - $193K
|
6.61K
$2.28M
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
872+ 9.77% |
$136K - $191K
|
9.8K
$3.37M
|
|
Jul 27, 2022
Q2 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
870+ 1.91% |
$135K - $190K
|
46.4K
$16M
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
855+ 3.68% |
$133K - $187K
|
24.1K
$8.29M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
855+ 2.0% |
$133K - $187K
|
43.5K
$15M
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
855+ 6.19% |
$133K - $187K
|
14.7K
$5.05M
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
843+ 43.34% |
$131K - $184K
|
2.79K
$960K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
832+ 9.87% |
$129K - $182K
|
9.26K
$3.19M
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
832+ 6.34% |
$129K - $182K
|
14K
$4.81M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
831+ 6.72% |
$129K - $182K
|
13.2K
$4.54M
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
826+ 21.14% |
$129K - $181K
|
4.73K
$1.63M
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
817+ 5.2% |
$127K - $179K
|
16.5K
$5.69M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
812+ 29.8% |
$126K - $178K
|
3.54K
$1.22M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
809+ 36.69% |
$126K - $177K
|
3.01K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
808+ 7.75% |
$126K - $177K
|
11.2K
$3.87M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
800+ 8.72% |
$124K - $175K
|
9.98K
$3.44M
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
795+ 41.56% |
$124K - $174K
|
2.71K
$933K
|
|
Aug 12, 2022
Q2 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
792+ 2.82% |
$123K - $173K
|
28.9K
$9.95M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
777+ 8.96% |
$121K - $170K
|
9.45K
$3.26M
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
775+ 9.67% |
$121K - $170K
|
8.79K
$3.03M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
771+ 13.3% |
$120K - $169K
|
6.57K
$2.26M
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
763+ 14.49% |
$119K - $167K
|
6.03K
$2.08M
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
758+ 1.34% |
$118K - $166K
|
57.5K
$19.8M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
751+ 33.86% |
$117K - $164K
|
2.97K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
743+ 8.76% |
$116K - $163K
|
9.22K
$3.18M
|
|
Jul 21, 2022
Q2 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
740+ 2.04% |
$115K - $162K
|
37K
$12.8M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
739+ 1.24% |
$115K - $162K
|
60.5K
$20.9M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
737+ 4.91% |
$115K - $161K
|
15.8K
$5.43M
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
732+ 24.56% |
$114K - $160K
|
3.71K
$1.28M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
731+ 30.91% |
$114K - $160K
|
3.1K
$1.07M
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.66% |
$113K - $159K
|
16.3K
$5.61M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
720+ 29.65% |
$112K - $158K
|
3.15K
$1.08M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
718+ 99.72% |
$112K - $157K
|
1.44K
$495K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
717+ 33.92% |
$112K - $157K
|
2.83K
$975K
|