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Confluence Wealth Services Inc. Acquires 169 Shares of Salesforce, Inc. (NYSE:CRM)

Confluence Wealth Services Inc. raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 8.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,104 shares of the CRM provider’s stock after acquiring an additional 169 shares during the quarter. […]
Brian Millham Piper Sandler Marc Benioff Needham Company S Capital Wealth Advisors Walkner Condon Financial Advisors

Paces Ferry Wealth Advisors LLC Reduces Position in Salesforce, Inc. (NYSE:CRM)

Paces Ferry Wealth Advisors LLC decreased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,650 shares of the CRM provider’s stock after selling 47 shares during the period. Paces Ferry Wealth Advisors […]
Brian Millham Marc Benioff Securities Exchange Commission Paces Ferry Wealth Advisors Salesforce Inc Kathleens Wright Associates Inc

Penobscot Investment Management Company Inc. Purchases 264 Shares of Salesforce, Inc. (NYSE:CRM)

Penobscot Investment Management Company Inc. boosted its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 3.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 7,805 shares of the CRM provider’s stock after buying an additional 264 shares during the quarter. Penobscot Investment Management Company Inc.’s holdings in Salesforce were worth $2,054,000 […]
Brian Millham Marc Benioff Lone Pine Capital Salesforce Inc Pure Financial Advisors Marks Group Wealth Management Inc

1,082 Shares in Salesforce, Inc. (NYSE:CRM) Bought by Red Wave Investments LLC

Red Wave Investments LLC purchased a new stake in Salesforce, Inc. (NYSE:CRM – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 1,082 shares of the CRM provider’s stock, valued at approximately $285,000. Other hedge funds have also bought and sold shares of the company. Northern Trust Corp grew its holdings in shares […]
United States Marc Benioff Piper Sandler Brian Millham Securities Exchange Commission Cerity Partners
Source: wkrb13.com

Shufro Rose & Co. LLC Has $7.89 Million Holdings in Salesforce, Inc. (NYSE:CRM)

Shufro Rose & Co. LLC lessened its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 29,971 shares of the CRM provider’s stock after selling 327 shares during the quarter. Shufro Rose & Co. LLC’s holdings in Salesforce were worth $7,887,000 at the […]
United States Brian Millham Marc Benioff Jpmorgan Chase Co Jp Morgan Private Wealth Advisors Shufro Rose Co

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Brian Millham Sells 4,204 Shares of Salesforce, Inc. (NYSE:CRM) Stock

Salesforce, Inc. (NYSE:CRM – Get Free Report) COO Brian Millham sold 4,204 shares of Salesforce stock in a transaction that occurred on Wednesday, April 24th. The stock was sold at an average price of $278.00, for a total transaction of $1,168,712.00. The transaction was disclosed in a legal filing with the SEC, which is available […]
Brian Millham Capital International Investors Salesforce Inc Royal Bank Coatue Management Norges Bank
Source: wkrb13.com

White Pine Capital LLC Purchases 222 Shares of Salesforce, Inc. (NYSE:CRM)

White Pine Capital LLC grew its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 15.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,681 shares of the CRM provider’s stock after acquiring an additional 222 […]
United States Marc Benioff Brian Millham International Assets Investment Management Salesforce Inc White Pine Capital

Sonen Capital LLC Buys 317 Shares of Salesforce, Inc. (NYSE:CRM)

Sonen Capital LLC increased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 13.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,636 shares of the CRM provider’s stock after purchasing an additional 317 shares during the quarter. Salesforce accounts for […]
Piper Sandler Brian Millham Stifel Nicolaus Marc Benioff Motley Fool Asset Management Callan Capital
Source: wkrb13.com

Salesforce, Inc. (NYSE:CRM) Shares Purchased by Intact Investment Management Inc.

Intact Investment Management Inc. lifted its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 15.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,870 shares of the CRM provider’s stock after acquiring an additional 660 shares during the period. Intact […]
United States Marc Benioff Brian Millham American Century Companies Inc Jefferies Financial Group Salesforce Inc

Intact Investment Management Inc. Purchases 660 Shares of Salesforce, Inc. (NYSE:CRM)

Intact Investment Management Inc. increased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 15.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,870 shares of the CRM provider’s stock after acquiring an additional 660 shares during the period. Intact Investment […]
United States Piper Sandler Sundeepg Reddy Brian Millham Intact Investment Management Inc Cerity Partners

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