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Sendero Wealth Management LLC Decreases Position in Salesforce, Inc. (NYSE:CRM)

Sendero Wealth Management LLC reduced its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 9.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,981 shares of the CRM provider’s stock after selling 1,583 shares during the quarter. Salesforce makes up 0.8% of Sendero […]
Srinivas Tallapragada Brian Millham Securities Exchange Commission Pointe Capital Management Osterweis Capital Management Inc Exchange Commission
Source: wkrb13.com

CHICAGO TRUST Co NA Cuts Stake in Salesforce, Inc. (NYSE:CRM)

CHICAGO TRUST Co NA cut its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 7.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,371 shares of the CRM provider’s stock after selling 457 shares during the quarter. CHICAGO TRUST Co […]
United States Srinivas Tallapragada Stifel Nicolaus Investment Advisors Inc Salesforce Inc Union Savings Bank

HB Wealth Management LLC Decreases Holdings in Salesforce, Inc. (NYSE:CRM)

HB Wealth Management LLC trimmed its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 8.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,763 shares of the CRM provider’s stock after selling 1,279 shares during […]
United States Srinivas Tallapragada Sundeepg Reddy Salesforce Inc Pointe Capital Management Securities Exchange Commission

Salesforce, Inc. (NYSE:CRM) Shares Bought by Patton Fund Management Inc.

Patton Fund Management Inc. grew its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 198.8% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 22,421 shares of the CRM provider’s stock after acquiring an additional 14,918 shares during the quarter. Salesforce comprises approximately 1.3% of […]
Srinivas Tallapragada Brian Millham Norway Savings Bank Patton Fund Management Inc Sweet Financial Partners Salesforce Inc
Source: wkrb13.com

HB Wealth Management LLC Trims Holdings in Salesforce, Inc. (NYSE:CRM)

HB Wealth Management LLC lowered its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 8.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,763 shares of the CRM provider’s stock after selling 1,279 shares during the period. HB Wealth Management LLC’s holdings in Salesforce were […]
Brian Millham Srinivas Tallapragada Stifel Nicolaus Westside Investment Management Inc Hb Wealth Management Fort Point Capital Partners

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Salesforce, Inc. (NYSE:CRM) Shares Sold by Mutual Advisors LLC

Mutual Advisors LLC lessened its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 7.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,274 shares of the CRM provider’s stock after selling 829 shares during the quarter. Mutual Advisors LLC’s holdings […]
United States Sundeepg Reddy Fort Point Capital Partners Prentice Wealth Management Westside Investment Management Inc Enterprise Bank Trust Co

Salesforce, Inc. (NYSE:CRM) COO Brian Millham Sells 14,516 Shares of Stock

Salesforce, Inc. (NYSE:CRM – Get Free Report) COO Brian Millham sold 14,516 shares of the firm’s stock in a transaction dated Friday, March 22nd. The stock was sold at an average price of $309.32, for a total value of $4,490,089.12. The sale was disclosed in a legal filing with the SEC, which can be accessed […]
Brian Millham Accent Capital Management Wealth Advisors Grayhawk Investment Strategies Inc Morgan Stanley Salesforce Inc
Source: wkrb13.com

Cooper Financial Group Grows Stock Holdings in Salesforce, Inc. (NYSE:CRM)

Cooper Financial Group grew its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 28.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 6,040 shares of the CRM provider’s stock after purchasing an additional 1,322 shares during the quarter. Cooper Financial Group’s holdings in Salesforce were worth $1,589,000 at the end of the most […]
Marc Benioff Brian Millham Raymond James Norges Bank Morgan Stanley Moneta Group Investment Advisors

Cooper Financial Group Boosts Stock Position in Salesforce, Inc. (NYSE:CRM)

Cooper Financial Group raised its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 28.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,040 shares of the CRM provider’s stock after purchasing an additional 1,322 shares during the period. Cooper […]
Brian Millham Marc Benioff Wolfe Research Moneta Group Investment Advisors Barclays Plc Norges Bank

Willis Johnson & Associates Inc. Purchases Shares of 769 Salesforce, Inc. (NYSE:CRM)

Willis Johnson & Associates Inc. purchased a new stake in Salesforce, Inc. (NYSE:CRM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 769 shares of the CRM provider’s stock, valued at approximately $202,000. A number of other institutional investors and hedge funds […]
United States Robertw Baird Stifel Nicolaus Brian Millham Salesforce Inc Peoples Bank
Source: wkrb13.com

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