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 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-35- 2.76% |
$5.45K - $7.66K
|
1.23K
$418K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-35- 1.3% |
$5.45K - $7.66K
|
2.66K
$900K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-35- 9.07% |
$5.45K - $7.66K
|
351
$119K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35- 0.58% |
$5.45K - $7.66K
|
5.98K
$2.02M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-38Closed |
$5.91K - $8.32K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-39- 27.66% |
$6.07K - $8.54K
|
102
$34.5K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-39- 1.79% |
$6.07K - $8.54K
|
2.14K
$724K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-42Closed |
$6.54K - $9.19K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-43- 0.28% |
$6.69K - $9.41K
|
15.5K
$5.26M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-43- 0.54% |
$6.69K - $9.41K
|
7.9K
$2.67M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-43- 2.99% |
$6.69K - $9.41K
|
1.4K
$472K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-44- 0.36% |
$6.85K - $9.63K
|
12.2K
$4.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-44- 0.15% |
$6.85K - $9.63K
|
30K
$10.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-44- 2.65% |
$6.85K - $9.63K
|
1.61K
$546K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-45- 2.89% |
$7K - $9.85K
|
1.51K
$512K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-45- 7.11% |
$7K - $9.85K
|
588
$199K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-46- 3.71% |
$7.16K - $10.1K
|
1.19K
$404K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-48- 6.55% |
$7.47K - $10.5K
|
685
$232K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-49- 0.63% |
$7.62K - $10.7K
|
7.74K
$2.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-49- 21.78% |
$7.62K - $10.7K
|
176
$59.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-50- 0.51% |
$7.78K - $10.9K
|
9.72K
$3.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-50- 16.72% |
$7.78K - $10.9K
|
249
$84.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-52- 3.85% |
$8.09K - $11.4K
|
1.3K
$439K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-52- 0.72% |
$8.09K - $11.4K
|
7.19K
$2.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-53- 2.89% |
$8.25K - $11.6K
|
1.78K
$602K
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-53- 0.8% |
$8.25K - $11.6K
|
6.57K
$2.22M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-53- 2.89% |
$8.25K - $11.6K
|
1.78K
$602K
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-54- 1.28% |
$8.4K - $11.8K
|
4.16K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-54- 7.14% |
$8.4K - $11.8K
|
702
$238K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-55- 1.69% |
$8.56K - $12K
|
3.21K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-55- 10.89% |
$8.56K - $12K
|
450
$152K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-55- 2.48% |
$8.56K - $12K
|
2.16K
$732K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-55- 2.83% |
$8.56K - $12K
|
1.89K
$638K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-59- 0.92% |
$9.18K - $12.9K
|
6.32K
$2.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-61- 3.98% |
$9.49K - $13.3K
|
1.47K
$498K
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-64- 0.57% |
$9.96K - $14K
|
11.2K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-64- 0.5% |
$9.96K - $14K
|
12.7K
$4.31M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-65- 4.39% |
$10.1K - $14.2K
|
1.42K
$480K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-65- 13.18% |
$10.1K - $14.2K
|
428
$145K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-65- 4.42% |
$10.1K - $14.2K
|
1.41K
$476K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-65- 3.5% |
$10.1K - $14.2K
|
1.79K
$606K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-69Closed |
$10.7K - $15.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-71- 3.5% |
$11K - $15.5K
|
1.96K
$663K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-71- 3.11% |
$11K - $15.5K
|
2.22K
$750K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-72- 3.78% |
$11.2K - $15.8K
|
1.83K
$620K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-72- 4.92% |
$11.2K - $15.8K
|
1.39K
$471K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-76- 1.12% |
$11.8K - $16.6K
|
6.69K
$2.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-77Closed |
$12K - $16.9K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-79- 0.6% |
$12.3K - $17.3K
|
13K
$4.41M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-79- 0.21% |
$12.3K - $17.3K
|
37.7K
$12.8M
|