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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
93+ 2.46% |
$14.5K - $20.4K
|
3.88K
$1.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
92+ 50.55% |
$14.3K - $20.1K
|
274
$92.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
91+ 2.32% |
$14.2K - $19.9K
|
4.02K
$1.36M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
91+ 3.23% |
$14.2K - $19.9K
|
2.91K
$986K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
90+ 2.16% |
$14K - $19.7K
|
4.26K
$1.44M
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
90+ 1.0% |
$14K - $19.7K
|
9.13K
$3.09M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
90+ 0.88% |
$14K - $19.7K
|
10.3K
$3.49M
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
- |
87New |
$13.5K - $19K
|
87
$29.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
87+ 5.08% |
$13.5K - $19K
|
1.8K
$609K
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
84+ 2.58% |
$13.1K - $18.4K
|
3.34K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
80+ 0.2% |
$12.4K - $17.5K
|
39.5K
$13.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
79+ 2.45% |
$12.3K - $17.3K
|
3.31K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
78+ 4.25% |
$12.1K - $17.1K
|
1.91K
$648K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
77+ 4.74% |
$12K - $16.9K
|
1.7K
$576K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
77New |
$12K - $16.9K
|
77
$26.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
76+ 6.44% |
$11.8K - $16.6K
|
1.26K
$425K
|
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
75+ 2.61% |
$11.7K - $16.4K
|
2.95K
$997K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
75+ 267.86% |
$11.7K - $16.4K
|
103
$34.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
75+ 30.74% |
$11.7K - $16.4K
|
319
$108K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
71+ 2.12% |
$11K - $15.5K
|
3.42K
$1.16M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
70+ 466.67% |
$10.9K - $15.3K
|
85
$28.8K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
70+ 304.35% |
$10.9K - $15.3K
|
93
$31.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
69+ 230.0% |
$10.7K - $15.1K
|
99
$33.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 0.07% |
$10.7K - $15.1K
|
92.6K
$31.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
68+ 4.87% |
$10.6K - $14.9K
|
1.46K
$495K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
68+ 2.89% |
$10.6K - $14.9K
|
2.43K
$821K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
66+ 7.15% |
$10.3K - $14.4K
|
989
$335K
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
65+ 3.36% |
$10.1K - $14.2K
|
2K
$676K
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
BUY
|
- |
65+ 2.71% |
$10.1K - $14.2K
|
2.47K
$834K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
65+ 4.99% |
$10.1K - $14.2K
|
1.37K
$463K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
62+ 1.17% |
$9.65K - $13.6K
|
5.36K
$1.82M
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
61+ 15.44% |
$9.49K - $13.3K
|
456
$154K
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
60+ 4.95% |
$9.34K - $13.1K
|
1.27K
$431K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
60+ 48.0% |
$9.34K - $13.1K
|
185
$62.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
60+ 0.94% |
$9.34K - $13.1K
|
6.43K
$2.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
60+ 3.99% |
$9.34K - $13.1K
|
1.56K
$529K
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
59+ 3.64% |
$9.18K - $12.9K
|
1.68K
$569K
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
58+ 0.42% |
$9.02K - $12.7K
|
13.8K
$4.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
57New |
$8.87K - $12.5K
|
57
$19.3K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
57New |
$8.87K - $12.5K
|
57
$19.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
55+ 0.3% |
$8.56K - $12K
|
18.1K
$6.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
55+ 4.41% |
$8.56K - $12K
|
1.3K
$440K
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
55+ 3.95% |
$8.56K - $12K
|
1.45K
$490K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
54New |
$8.4K - $11.8K
|
54
$18.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
54+ 2.0% |
$8.4K - $11.8K
|
2.75K
$931K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
51+ 0.49% |
$7.94K - $11.2K
|
10.4K
$3.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
50+ 0.86% |
$7.78K - $10.9K
|
5.87K
$1.99M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
50New |
$7.78K - $10.9K
|
50
$16.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
50+ 2.25% |
$7.78K - $10.9K
|
2.27K
$769K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
50+ 1.11% |
$7.78K - $10.9K
|
4.55K
$1.54M
|