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Salesforce, Inc. (NYSE:CRM) is Fisher Asset Management LLC's 8th Largest Position

Fisher Asset Management LLC lifted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,921,042 shares of the CRM provider’s stock after purchasing an additional 752,566 shares […]
United States Stifel Nicolaus Parker Harris Marc Benioff Jp Morgan Private Wealth Advisors Salesforce Company Profile
Source: wkrb13.com

Salesforce, Inc. (NYSE:CRM) Position Increased by Mission Wealth Management LP

Mission Wealth Management LP boosted its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,262 shares of the CRM provider’s stock after acquiring an additional 383 shares during the quarter. […]
United States Marc Benioff Piper Sandler Sundeepg Reddy Salesforce Inc Mission Wealth Management
Source: wkrb13.com

Concord Wealth Partners Purchases 2,751 Shares of Salesforce, Inc. (NYSE:CRM)

Concord Wealth Partners lifted its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 89.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,811 shares of the CRM provider’s stock after buying an additional 2,751 shares during the period. […]
United States Sundeepg Reddy Wells Fargo Company Securities Exchange Commission Prentice Wealth Management Mv Capital Management Inc

Salesforce, Inc. (NYSE:CRM) CEO Sells $4,126,050.00 in Stock

Salesforce, Inc. (NYSE:CRM – Get Free Report) CEO Marc Benioff sold 15,000 shares of the company’s stock in a transaction dated Friday, April 26th. The stock was sold at an average price of $275.07, for a total value of $4,126,050.00. Following the sale, the chief executive officer now owns 12,752,327 shares of the company’s stock, […]
Marc Benioff Securities Exchange Commission Canaccord Genuity Group Royal Bank Red Tortoise Wealth Management

Global Wealth Management Investment Advisory Inc. Cuts Stock Holdings in Salesforce, Inc. (NYSE:CRM)

Global Wealth Management Investment Advisory Inc. lowered its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 5.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,264 shares of the CRM provider’s stock after selling 393 shares during the […]
United States Robertw Baird Brian Millham Securities Exchange Commission Pacifica Partners Inc Global Wealth Management Investment Advisory Inc

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Salesforce, Inc. (NYSE:CRM) Position Increased by Savant Capital LLC

Savant Capital LLC raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 27.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,576 shares of the CRM provider’s stock after purchasing an additional 3,595 shares during the quarter. Savant […]
Marc Benioff Robertw Baird Stifel Nicolaus First United Bank Investment Advisors Co Salesforce Company Profile

SouthState Corp Sells 148 Shares of Salesforce, Inc. (NYSE:CRM)

SouthState Corp trimmed its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,818 shares of the CRM provider’s stock after selling 148 shares during the period. SouthState Corp’s holdings in Salesforce were worth […]
Parker Harris Stifel Nicolaus Brian Millham Securities Exchange Commission Lone Pine Capital Needham Company

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

Cozad Asset Management Inc. Lowers Stake in Salesforce, Inc. (NYSE:CRM)

Cozad Asset Management Inc. lessened its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,048 shares of the CRM provider’s stock after selling 395 shares during the quarter. Cozad Asset Management Inc.’s holdings in Salesforce were worth $3,697,000 at the end of the […]
Srinivas Tallapragada Stifel Nicolaus Robertw Baird Marc Benioff Canaccord Genuity Group Holdings Channel

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

Cozad Asset Management Inc. lowered its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,048 shares of the CRM provider’s stock after selling 395 shares during the period. Cozad […]
United States Srinivas Tallapragada Marc Benioff Piper Sandler Cerity Partners Salesforce Inc
Source: wkrb13.com

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