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 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.25K- 55.24% |
$350K - $493K
|
1.82K
$628K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.26KClosed |
$352K - $495K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$353K - $497K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.27K- 9.81% |
$354K - $497K
|
20.9K
$7.19M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.27K- 4.31% |
$354K - $497K
|
50.4K
$17.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.31K- 36.93% |
$359K - $506K
|
3.95K
$1.36M
|
|
|
Aug 01, 2022
Q2 2022
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.33K- 10.21% |
$362K - $509K
|
20.4K
$7.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-2.33K- 53.81% |
$363K - $510K
|
2K
$689K
|
|
|
Aug 04, 2022
Q2 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.33K- 27.11% |
$363K - $511K
|
6.27K
$2.16M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.39K- 44.29% |
$371K - $522K
|
3K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-2.4KClosed |
$373K - $525K
|
0
$0
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.41KClosed |
$374K - $526K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.41K- 4.99% |
$375K - $528K
|
46K
$15.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.41KClosed |
$376K - $528K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.42K- 3.33% |
$376K - $529K
|
70.1K
$24.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 40.93% |
$377K - $531K
|
3.5K
$1.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.45K- 1.02% |
$381K - $536K
|
238K
$81.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.48K- 12.57% |
$386K - $542K
|
17.2K
$5.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.5KClosed |
$388K - $546K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-2.5KClosed |
$389K - $548K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-2.54KClosed |
$395K - $555K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-2.57KClosed |
$399K - $561K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.57K- 29.25% |
$399K - $562K
|
6.21K
$2.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
SELL
|
- |
-2.6K- 0.82% |
$405K - $569K
|
314K
$108M
|
|
|
Sep 12, 2022
Q2 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-2.6KClosed |
$405K - $569K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.64K- 29.34% |
$411K - $578K
|
6.36K
$2.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.65K- 57.6% |
$412K - $580K
|
1.95K
$672K
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.66K- 21.02% |
$413K - $581K
|
9.98K
$3.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.66K- 40.55% |
$414K - $582K
|
3.9K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.66K- 11.08% |
$415K - $583K
|
21.4K
$7.36M
|
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 4.71% |
$420K - $591K
|
54.6K
$18.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.71K- 26.85% |
$421K - $593K
|
7.38K
$2.54M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.72K- 21.84% |
$423K - $595K
|
9.74K
$3.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-2.73K- 35.81% |
$424K - $596K
|
4.89K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.74K- 3.11% |
$427K - $601K
|
85.5K
$29.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.85KClosed |
$443K - $624K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.85K- 11.25% |
$444K - $624K
|
22.5K
$7.75M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.87K- 28.31% |
$447K - $629K
|
7.28K
$2.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
$448K - $629K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.88K- 19.55% |
$448K - $630K
|
11.9K
$4.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-2.89K- 9.8% |
$449K - $631K
|
26.6K
$9.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.92K- 8.84% |
$454K - $639K
|
30.1K
$10.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.93K- 47.52% |
$456K - $641K
|
3.23K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.94K- 45.2% |
$457K - $643K
|
3.56K
$1.23M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.98K- 51.35% |
$464K - $652K
|
2.82K
$972K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-3KClosed |
$467K - $657K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 12.0% |
$467K - $657K
|
22K
$7.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-3.05KClosed |
$474K - $667K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.06K- 20.37% |
$477K - $670K
|
12K
$4.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.06K- 19.78% |
$477K - $670K
|
12.4K
$4.28M
|