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 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50+ 25.0% |
$7.78K - $10.9K
|
250
$84.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
50+ 3.55% |
$7.78K - $10.9K
|
1.46K
$494K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 7.86% |
$7.78K - $10.9K
|
686
$232K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
50+ 3.54% |
$7.78K - $10.9K
|
1.46K
$494K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
49+ 0.94% |
$7.62K - $10.7K
|
5.26K
$1.78M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49+ 102.08% |
$7.62K - $10.7K
|
97
$32.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
48+ 2.79% |
$7.47K - $10.5K
|
1.77K
$599K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
46+ 12.78% |
$7.16K - $10.1K
|
406
$137K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
46+ 4.12% |
$7.16K - $10.1K
|
1.16K
$394K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
45+ 562.5% |
$7K - $9.85K
|
53
$17.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
45+ 3.24% |
$7K - $9.85K
|
1.44K
$486K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
45+ 1.21% |
$7K - $9.85K
|
3.75K
$1.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
44+ 3.67% |
$6.85K - $9.63K
|
1.24K
$421K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
44+ 2.93% |
$6.85K - $9.63K
|
1.55K
$523K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44+ 8.46% |
$6.85K - $9.63K
|
564
$191K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
44+ 9.07% |
$6.85K - $9.63K
|
529
$179K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44+ 0.28% |
$6.85K - $9.63K
|
15.7K
$5.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
42+ 3.34% |
$6.54K - $9.19K
|
1.3K
$439K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42+ 1.44% |
$6.54K - $9.19K
|
2.96K
$1M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
40New |
$6.22K - $8.75K
|
40
$13.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
40+ 2.75% |
$6.22K - $8.75K
|
1.49K
$506K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 5.11% |
$6.22K - $8.75K
|
823
$279K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
37+ 0.73% |
$5.76K - $8.1K
|
5.09K
$1.72M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
37New |
$5.76K - $8.1K
|
37
$12.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
36New |
$5.6K - $7.88K
|
36
$12.2K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
36+ 0.64% |
$5.6K - $7.88K
|
5.62K
$1.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
35+ 0.61% |
$5.45K - $7.66K
|
5.75K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
35+ 291.67% |
$5.45K - $7.66K
|
47
$15.9K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35+ 0.22% |
$5.45K - $7.66K
|
16.3K
$5.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35+ 2.72% |
$5.45K - $7.66K
|
1.32K
$447K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35+ 1.06% |
$5.45K - $7.66K
|
3.34K
$1.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 3.07% |
$5.29K - $7.44K
|
1.14K
$386K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
33New |
$5.13K - $7.22K
|
33
$11.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
33+ 0.44% |
$5.13K - $7.22K
|
7.58K
$2.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 1.06% |
$4.82K - $6.78K
|
2.96K
$1M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 6.8% |
$4.67K - $6.57K
|
471
$159K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
29+ 39.73% |
$4.51K - $6.35K
|
102
$34.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
28New |
$4.36K - $6.13K
|
28
$9.48K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
25+ 156.25% |
$3.89K - $5.47K
|
41
$13.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
24+ 0.36% |
$3.73K - $5.25K
|
6.65K
$2.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Riverstone Advisors, LLC
|
BUY
|
- |
22+ 0.86% |
$3.42K - $4.81K
|
2.59K
$877K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
BUY
|
- |
22+ 0.05% |
$3.42K - $4.81K
|
42.3K
$14.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
20+ 0.45% |
$3.11K - $4.38K
|
4.47K
$1.51M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19+ 1.23% |
$2.96K - $4.16K
|
1.56K
$528K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 1.32% |
$2.96K - $4.16K
|
1.46K
$492K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19+ 0.49% |
$2.96K - $4.16K
|
3.91K
$1.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 7.93% |
$2.8K - $3.94K
|
245
$82.9K
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
17+ 1.24% |
$2.65K - $3.72K
|
1.38K
$468K
|
|
|
Aug 12, 2022
Q2 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.33% |
$2.65K - $3.72K
|
5.21K
$1.76M
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
16+ 1.18% |
$2.49K - $3.5K
|
1.37K
$464K
|