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
Jul 25, 2022 Q2 2022
Dt Investment Partners, LLC

SELL
 -
-1.14K
Closed
$177K - $249K
0 $0
Aug 15, 2022 Q2 2022
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-1.14K
Closed
$178K - $250K
0 $0
Aug 11, 2022 Q2 2022
Donaldson Capital Management, LLC

Evansville, IN
SELL
 -
-1.15K
- 16.29%
$178K - $251K
5.89K $2.03M
Jul 13, 2022 Q2 2022
First Affirmative Financial Network

SELL
 -
-1.15K
Closed
$178K - $251K
0 $0
Jul 15, 2022 Q2 2022
Perfromance Wealth Partners, LLC

SELL
 -
-1.15K
- 10.73%
$179K - $252K
9.57K $3.3M
Jul 20, 2022 Q2 2022
Tufton Capital Management

SELL
 -
-1.15K
Closed
$179K - $252K
0 $0
Aug 11, 2022 Q2 2022
Monetary Management Group Inc

St Louis, MO
SELL
 -
-1.15K
- 11.39%
$179K - $252K
8.95K $3.08M
Aug 12, 2022 Q2 2022
First Growth Investment Manager LP

San Francisco, CA
SELL
 -
-1.15K
Closed
$179K - $252K
0 $0
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-1.15K
Closed
$179K - $252K
0 $0
Aug 15, 2022 Q2 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-1.15K
Closed
$179K - $252K
0 $0
Aug 12, 2022 Q2 2022
Cypress Asset Management Inc

Houston, TX
SELL
 -
-1.16K
- 12.34%
$181K - $255K
8.27K $2.85M
Aug 12, 2022 Q2 2022
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-1.17K
Closed
$182K - $255K
0 $0
Jul 22, 2022 Q2 2022
Coastline Trust CO

SELL
 -
-1.17K
Closed
$182K - $256K
0 $0
Aug 02, 2022 Q2 2022
Diamant Asset Management, Inc.

SELL
 -
-1.17K
Closed
$182K - $256K
0 $0
Aug 03, 2022 Q2 2022
Wealth Effects LLC

SELL
 -
-1.17K
Closed
$182K - $256K
0 $0
Aug 08, 2022 Q2 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
SELL
 -
-1.17K
Closed
$182K - $256K
0 $0
Jul 13, 2022 Q2 2022
Sfg Wealth Management, Llc.

SELL
 -
-1.18K
Closed
$184K - $258K
0 $0
Aug 11, 2022 Q2 2022
Evolutionary Tree Capital Management, LLC

Alexandria, VA
SELL
 -
-1.18K
Closed
$184K - $258K
0 $0
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

SELL
 -
-1.18K
Closed
$184K - $259K
0 $0
Aug 18, 2022 Q2 2022
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-1.19K
- 11.12%
$185K - $260K
9.52K $3.28M
Jul 20, 2022 Q2 2022
Sather Financial Group Inc

SELL
 -
-1.19K
Closed
$185K - $261K
0 $0
Aug 12, 2022 Q2 2022
Infrastructure Capital Advisors, LLC

New York, NY
SELL
 -
-1.19K
Closed
$185K - $261K
0 $0
Aug 12, 2022 Q2 2022
Mirabella Financial Services LLP

London, X0
SELL
 -
-1.21K
- 8.82%
$188K - $264K
12.5K $4.29M
Aug 12, 2022 Q2 2022
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-1.21K
Closed
$188K - $265K
0 $0
Jul 27, 2022 Q2 2022
Leisure Capital Management

SELL
 -
-1.21K
Closed
$189K - $265K
0 $0
Aug 12, 2022 Q2 2022
H. L. Ormond & Company, LLC

Greenville, NC
SELL
 -
-1.22K
- 43.74%
$189K - $266K
1.56K $538K
Aug 12, 2022 Q2 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.22K
- 45.12%
$189K - $266K
1.48K $509K
Aug 03, 2022 Q2 2022
Smithbridge Asset Management Inc

SELL
 -
-1.22K
Closed
$190K - $267K
0 $0
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
SELL
 -
-1.23K
Closed
$192K - $270K
0 $0
Aug 15, 2022 Q2 2022
State Of Wyoming

Cheyenne, WY
SELL
 -
-1.24K
- 61.4%
$192K - $270K
777 $268K
Jul 08, 2022 Q2 2022
17 Capital Partners, LLC

SELL
 -
-1.24K
- 37.13%
$193K - $271K
2.1K $723K
Jul 20, 2022 Q2 2022
Cadence Bank Na

SELL
 -
-1.24K
Closed
$194K - $272K
0 $0
Aug 02, 2022 Q2 2022
Birinyi Associates Inc

SELL
 -
-1.25K
- 16.31%
$195K - $274K
6.42K $2.21M
Aug 04, 2022 Q2 2022
Curbstone Financial Management Corp

SELL
 -
-1.25K
- 23.78%
$195K - $274K
4.01K $1.38M
Aug 15, 2022 Q2 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-1.26K
Closed
$195K - $275K
0 $0
Aug 09, 2023 Q2 2022
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
SELL
 -
-1.26K
- 4.22%
$197K - $277K
28.7K $9.89M
Jul 25, 2022 Q2 2022
Parisi Gray Wealth Management

SELL
 -
-1.27K
Closed
$198K - $279K
0 $0
Aug 11, 2022 Q2 2022
Choreo, LLC

Minneapolis, MN
SELL
 -
-1.29K
Closed
$200K - $281K
0 $0
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-1.29K
- 6.1%
$201K - $283K
19.9K $6.85M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

SELL
 -
-1.29K
- 39.46%
$201K - $283K
1.98K $683K
Jul 11, 2022 Q2 2022
West Oak Capital, LLC

SELL
 -
-1.3K
- 61.76%
$202K - $285K
805 $277K
Jul 12, 2022 Q2 2022
Arden Trust CO

SELL
 -
-1.3K
- 19.41%
$202K - $285K
5.4K $1.86M
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-1.3K
- 39.01%
$202K - $285K
2.03K $701K
Jul 14, 2022 Q2 2022
Zhang Financial LLC

SELL
 -
-1.31K
Closed
$203K - $286K
0 $0
Aug 08, 2022 Q2 2022
Hancock Whitney Corp

SELL
 -
-1.31K
- 9.58%
$204K - $286K
12.4K $4.26M
Aug 10, 2022 Q2 2022
Spearhead Capital Advisors, LLC

Wellington, FL
SELL
 -
-1.31K
- 1.35%
$204K - $288K
96.3K $33.2M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.32K
- 6.11%
$205K - $288K
20.2K $6.97M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.32K
- 6.11%
$205K - $288K
20.2K $6.97M
Aug 15, 2022 Q2 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
SELL
 -
-1.33K
Closed
$206K - $290K
0 $0

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