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January 10, 2024
Angeles Wealth Management LLC lifted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 25.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,438 shares of the CRM provider’s stock after buying an additional 696 shares during the period. Angeles Wealth Management […]
January 10, 2024
Dubuque Bank & Trust Co lessened its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 2.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 12,209 shares of the CRM provider’s stock after selling 356 shares during the period. Dubuque Bank & Trust Co’s holdings in Salesforce were worth $2,476,000 as of […]
January 10, 2024
Klingenstein Fields & Co. LP trimmed its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.3% in the third quarter, Holdings Channel.com reports. The firm owned 1,114 shares of the CRM provider’s stock after selling 75 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in Salesforce were worth $226,000 as […]
January 10, 2024
Angeles Wealth Management LLC boosted its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 25.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,438 shares of the CRM provider’s stock after acquiring an additional 696 shares during the quarter. Angeles […]
January 10, 2024
Chicago Partners Investment Group LLC raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 6.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,065 shares of the CRM provider’s stock after buying an additional 454 shares during the […]
January 10, 2024
Bray Capital Advisors reduced its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.5% in the third quarter, HoldingsChannel.com reports. The firm owned 18,636 shares of the CRM provider’s stock after selling 480 shares during the period. Salesforce accounts for approximately 1.2% of Bray Capital Advisors’ investment portfolio, making the stock its 27th biggest […]
January 10, 2024
Dupont Capital Management Corp grew its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 88.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 65,847 shares of the CRM provider’s stock after buying an additional 30,950 shares during the quarter. Salesforce […]
January 10, 2024
Hudson Valley Investment Advisors Inc. ADV decreased its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,727 shares of the CRM provider’s stock after selling 1,869 shares during the quarter. Hudson […]
January 10, 2024
Hudson Valley Investment Advisors Inc. ADV lessened its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,727 shares of the CRM provider’s stock after selling 1,869 shares during the […]
January 9, 2024
SeaBridge Investment Advisors LLC boosted its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,143 shares of the CRM provider’s stock after acquiring an additional 319 shares during […]