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 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.73KClosed |
$270K - $379K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.75K- 9.36% |
$272K - $382K
|
16.9K
$5.82M
|
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.75KClosed |
$272K - $382K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.75KClosed |
$272K - $382K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.75K- 39.23% |
$273K - $384K
|
2.72K
$935K
|
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.77KClosed |
$275K - $386K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.78KClosed |
$276K - $389K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.78K- 4.92% |
$277K - $389K
|
34.4K
$11.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-1.8KClosed |
$280K - $394K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.83K- 12.73% |
$285K - $401K
|
12.6K
$4.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.83K- 41.0% |
$285K - $401K
|
2.64K
$909K
|
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.86K- 34.91% |
$289K - $406K
|
3.46K
$1.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.86K- 9.43% |
$289K - $406K
|
17.8K
$6.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.86K- 4.78% |
$289K - $407K
|
37K
$12.7M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.86KClosed |
$289K - $407K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 20.89% |
$290K - $408K
|
7.07K
$2.43M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.87K- 7.58% |
$292K - $410K
|
22.8K
$7.87M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.9KClosed |
$295K - $415K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.9KClosed |
$296K - $416K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.94K- 5.95% |
$302K - $425K
|
30.7K
$10.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.95K- 22.04% |
$304K - $428K
|
6.91K
$2.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.97K- 52.03% |
$307K - $431K
|
1.82K
$625K
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2KClosed |
$311K - $437K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2K- 56.18% |
$311K - $438K
|
1.56K
$537K
|
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2K- 7.06% |
$311K - $438K
|
26.4K
$9.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2K- 5.22% |
$312K - $438K
|
36.4K
$12.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.02K- 18.09% |
$314K - $441K
|
9.13K
$3.14M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.02K- 10.31% |
$315K - $443K
|
17.6K
$6.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.04K- 10.49% |
$317K - $445K
|
17.4K
$5.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 24.47% |
$321K - $452K
|
6.37K
$2.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.09KClosed |
$324K - $456K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.09K- 6.43% |
$325K - $458K
|
30.4K
$10.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-2.1K- 1.03% |
$326K - $458K
|
201K
$69.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2.13K- 4.67% |
$331K - $465K
|
43.4K
$14.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.14K- 19.08% |
$333K - $468K
|
9.06K
$3.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.14K- 2.58% |
$333K - $469K
|
80.9K
$27.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.16K- 10.95% |
$336K - $472K
|
17.5K
$6.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.16K- 48.13% |
$337K - $473K
|
2.33K
$803K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.16K- 22.72% |
$337K - $473K
|
7.36K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.17K- 5.39% |
$337K - $474K
|
38.1K
$13.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.17K- 15.66% |
$337K - $475K
|
11.7K
$4.02M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.18K- 19.72% |
$339K - $477K
|
8.87K
$3.06M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 17.74% |
$339K - $477K
|
10.1K
$3.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.19KClosed |
$341K - $479K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Trybe Capital Management LP
Greenwich, CT |
SELL
|
- |
-2.2K- 3.09% |
$342K - $481K
|
69K
$23.8M
|
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.2KClosed |
$342K - $481K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.21KClosed |
$343K - $483K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.21K- 5.93% |
$344K - $485K
|
35.1K
$12.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.23K- 4.12% |
$347K - $488K
|
51.8K
$17.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-2.23K- 7.95% |
$348K - $489K
|
25.9K
$8.91M
|