Purchases and Sales Made in Q2 2022 in Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 12, 2022 Q2 2022
Bollard Group LLC

Boston, MA
SELL
 -
-305
- 92.42%
$47.5K - $66.7K
25 $8.54K
Aug 04, 2022 Q2 2022
Nvwm, LLC

SELL
 -
-308
- 4.95%
$47.9K - $67.4K
5.92K $2.02M
Jul 13, 2022 Q2 2022
Steph & CO

SELL
 -
-309
- 77.83%
$48.1K - $67.6K
88 $30.1K
Aug 10, 2022 Q2 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-310
- 12.91%
$48.2K - $67.8K
2.09K $715K
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

SELL
 -
-315
- 3.51%
$49K - $68.9K
8.65K $2.96M
Aug 12, 2022 Q2 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-318
- 9.58%
$49.5K - $69.6K
3K $1.03M
Aug 04, 2022 Q2 2022
Cavalier Investments, LLC

SELL
 -
-319
- 3.87%
$49.6K - $69.8K
7.93K $2.71M
Aug 05, 2022 Q2 2022
Copperwynd Financial, LLC

SELL
 -
-321
- 10.53%
$49.9K - $70.3K
2.73K $932K
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-322
Closed
$50.1K - $70.5K
0 $0
Aug 15, 2022 Q2 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-323
- 3.63%
$50.3K - $70.7K
8.58K $2.93M
Jul 22, 2022 Q2 2022
Granite Shares Advisors LLC

SELL
 -
-333
- 7.34%
$51.8K - $72.9K
4.2K $1.44M
Jul 21, 2022 Q2 2022
Beacon Investment Advisory Services, Inc.

SELL
 -
-334
- 0.48%
$52K - $73.1K
69.8K $23.8M
Aug 15, 2022 Q2 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-334
- 15.05%
$52K - $73.1K
1.89K $644K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-343
- 5.99%
$53.4K - $75.1K
5.38K $1.84M
Aug 08, 2022 Q2 2022
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-344
- 8.46%
$53.5K - $75.3K
3.72K $1.27M
Jul 28, 2022 Q2 2022
True Private Wealth Advisors

SELL
 -
-346
- 4.95%
$53.8K - $75.7K
6.64K $2.27M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-349
Closed
$54.3K - $76.4K
0 $0
May 15, 2023 Q2 2022
Northstar Asset Management Inc

Boston, MA
SELL
 -
-349
- 0.65%
$54.3K - $76.4K
53.1K $18.2M
Aug 11, 2022 Q2 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-350
- 52.4%
$54.5K - $76.6K
318 $109K
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-351
- 80.32%
$54.6K - $76.8K
86 $29.4K
Aug 04, 2022 Q2 2022
Addison Advisors LLC

SELL
 -
-352
- 59.46%
$54.8K - $77K
240 $82K
Aug 10, 2022 Q2 2022
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-352
- 4.58%
$54.8K - $77K
7.34K $2.51M
Aug 15, 2022 Q2 2022
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-354
- 15.13%
$55.1K - $77.5K
1.99K $679K
Jul 27, 2022 Q2 2022
Ocean Capital Management, LLC

SELL
 -
-355
- 1.75%
$55.2K - $77.7K
19.9K $6.82M
Jul 21, 2022 Q2 2022
Am Investment Strategies LLC

SELL
 -
-360
- 15.87%
$56K - $78.8K
1.91K $652K
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-361
- 4.39%
$56.2K - $79K
7.86K $2.69M
Jul 19, 2022 Q2 2022
Nikulski Financial, Inc.

SELL
 -
-365
- 4.94%
$56.8K - $79.9K
7.03K $2.4M
Jul 19, 2022 Q2 2022
Wespac Advisors So Cal, LLC

SELL
 -
-383
- 8.97%
$59.6K - $83.8K
3.89K $1.33M
Aug 01, 2022 Q2 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-383
- 12.8%
$59.6K - $83.8K
2.61K $892K
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-392
- 5.22%
$61K - $85.8K
7.12K $2.43M
Jul 15, 2022 Q2 2022
York Bridge Wealth Partners, LLC

SELL
 -
-393
- 1.16%
$61.2K - $86K
33.5K $11.4M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-394
- 1.3%
$61.3K - $86.2K
30K $10.3M
Jul 18, 2022 Q2 2022
Paragon Capital Management LTD

SELL
 -
-398
- 0.5%
$61.9K - $87.1K
79.5K $27.2M
Aug 10, 2022 Q2 2022
Opal Wealth Advisors, LLC

Jericho, NY
SELL
 -
-405
- 24.47%
$63K - $88.6K
1.25K $427K
Aug 04, 2022 Q2 2022
Plancorp, LLC

SELL
 -
-422
- 9.07%
$65.7K - $92.4K
4.23K $1.45M
Jul 12, 2022 Q2 2022
Consilium Wealth Advisory, LLC

SELL
 -
-423
- 11.37%
$65.8K - $92.6K
3.3K $1.13M
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-426
- 1.71%
$66.3K - $93.2K
24.5K $8.38M
Aug 15, 2022 Q2 2022
Gluskin Sheff & Assoc Inc

Toronto, A6
SELL
 -
-428
- 1.07%
$66.6K - $93.7K
39.8K $13.6M
Aug 03, 2022 Q2 2022
St. Johns Investment Management Company, LLC

SELL
 -
-429
- 5.84%
$66.8K - $93.9K
6.92K $2.36M
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

SELL
 -
-435
- 9.06%
$67.7K - $95.2K
4.36K $1.49M
Aug 10, 2022 Q2 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-438
- 8.49%
$68.2K - $95.9K
4.72K $1.61M
Aug 17, 2022 Q2 2022
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-438
- 6.47%
$68.2K - $95.9K
6.33K $2.16M
Jul 28, 2022 Q2 2022
Fulton Breakefield Broenniman LLC

SELL
 -
-442
- 0.57%
$68.8K - $96.7K
76.9K $26.3M
Aug 15, 2022 Q2 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-445
- 6.25%
$69.2K - $97.4K
6.68K $2.28M
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

SELL
 -
-448
- 20.94%
$69.7K - $98K
1.69K $578K
Aug 12, 2022 Q2 2022
United Maritime Capital LLC

New York, NY
SELL
 -
-450
- 23.68%
$70K - $98.5K
1.45K $495K
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

SELL
 -
-451
- 6.34%
$70.2K - $98.7K
6.66K $2.28M
Jul 20, 2022 Q2 2022
Umb Bank, N.A.

SELL
 -
-452
- 0.29%
$70.3K - $98.9K
157K $53.6M
Jul 22, 2022 Q2 2022
Freedom Day Solutions, LLC

SELL
 -
-456
- 4.85%
$71K - $99.8K
8.95K $3.06M

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