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【CRMを活用する開発・運用担当500名以上に調査】2023年版 CRMツールのカスタマイズ実態

【CRMを活用する開発・運用担当500名以上に調査】2023年版 CRMツールのカスタマイズ実態
United States A Red Ventures Company Red Ventures Company Fort Mill Red Ventures All Rights
Source: cnet.com

Summit Financial LLC Has $1.75 Million Stock Position in Salesforce, Inc. (NYSE:CRM)

Summit Financial LLC lessened its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 45.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,614 shares of the CRM provider’s stock after selling 7,269 shares during the quarter. Summit Financial LLC’s […]
Srinivas Tallapragada Marc Benioff Securities Exchange Commission Salesforce Inc Moneta Group Investment Advisors Jpmorgan Chase Co
Source: wkrb13.com

Merit Financial Group LLC Raises Stock Holdings in Salesforce, Inc. (NYSE:CRM)

Merit Financial Group LLC raised its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 20.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,077 shares of the CRM provider’s stock after buying an additional 2,564 shares during the period. Merit […]
United States Brian Millham Robertw Baird Securities Exchange Commission Salesforce Company Profile Financial Group

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Salesforce, Inc. (NYSE:CRM) Stake Increased by Merit Financial Group LLC

Merit Financial Group LLC boosted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 20.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,077 shares of the CRM provider’s stock after buying an additional 2,564 shares during the period. Merit Financial […]
Srinivas Tallapragada Brian Millham Piper Sandler Raymond James Chartwell Investment Partners Salesforce Inc

Community Financial Services Group LLC Buys Shares of 2,039 Salesforce, Inc. (NYSE:CRM)

Community Financial Services Group LLC purchased a new position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) during the third quarter, HoldingsChannel reports. The firm purchased 2,039 shares of the CRM provider’s stock, valued at approximately $413,000. Several other hedge funds and other institutional investors have also bought and sold shares of CRM. State […]
Marc Benioff Robertw Baird Capital Research Global Investors Securities Exchange Commission Wolfe Research Norges Bank

Community Financial Services Group LLC Invests $413,000 in Salesforce, Inc. (NYSE:CRM)

Community Financial Services Group LLC acquired a new position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,039 shares of the CRM provider’s stock, valued at approximately $413,000. Several other large investors […]
Stifel Nicolaus Marc Benioff Srinivas Tallapragada Community Financial Services Group Worth Financial Advisory Group Regent Peak Wealth Advisors

Salesforce, Inc. (NYSE:CRM) Shares Sold by Cidel Asset Management Inc.

Cidel Asset Management Inc. decreased its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 17.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,783 shares of the CRM provider’s stock after selling 12,911 shares during the quarter. Cidel Asset […]
Marc Benioff Stifel Nicolaus Srinivas Tallapragada Exchange Commission Norges Bank Moneta Group Investment Advisors

Marco Investment Management LLC Acquires 217 Shares of Salesforce, Inc. (NYSE:CRM)

Marco Investment Management LLC raised its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,417 shares of the CRM provider’s stock after purchasing an additional 217 shares during the period. Salesforce makes up […]
Srinivas Tallapragada Brian Millham Raymond James Wolfe Research Marco Investment Management Salesforce Inc

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