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December 30, 2023
Schmidt P J Investment Management Inc. lessened its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,986 shares of the CRM provider’s stock after selling 79 shares during the […]
December 29, 2023
Clarius Group LLC cut its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 14.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,619 shares of the CRM provider’s stock after selling 2,081 shares during the quarter. […]
December 28, 2023
Opal Wealth Advisors LLC cut its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 5.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,065 shares of the CRM provider’s stock after selling 64 shares during the quarter. Opal Wealth Advisors […]
December 28, 2023
Timber Creek Capital Management LLC lessened its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 28.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,109 shares of the CRM provider’s stock after selling 7,075 shares during the quarter. Timber Creek Capital […]
December 28, 2023
UMB Bank n.a. increased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 36.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,975 shares of the CRM provider’s stock after purchasing an additional 23,815 […]
December 28, 2023
UMB Bank n.a. increased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 36.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,975 shares of the CRM provider’s stock after purchasing an additional 23,815 shares during the quarter. […]
December 28, 2023
Birch Hill Investment Advisors LLC trimmed its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 8.5% in the third quarter, HoldingsChannel reports. The fund owned 13,168 shares of the CRM provider’s stock after selling 1,216 shares during the period. Birch Hill Investment Advisors LLC’s holdings in Salesforce were worth $2,670,000 at the end of […]
December 27, 2023
Koshinski Asset Management Inc. trimmed its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,086 shares of the CRM provider’s stock after selling 75 shares during the period. Koshinski Asset […]
December 27, 2023
WASHINGTON TRUST Co boosted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 71,767 shares of the CRM provider’s stock after purchasing an additional 4,832 shares during the period. WASHINGTON TRUST […]
December 26, 2023
Caprock Group LLC boosted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 8.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,822 shares of the CRM provider’s stock after buying an additional 1,321 shares during […]