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Power Wealth Management LLC Takes Position in Salesforce, Inc. (NYSE:CRM)

Power Wealth Management LLC purchased a new position in Salesforce, Inc. (NYSE:CRM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,579 shares of the CRM provider’s stock, valued at approximately $1,731,000. Salesforce makes up about 1.2% of […]
Piper Sandler Marc Benioff Lone Pine Capital Exchange Commission Salesforce Inc Roman Butler Fullerton Co

Baxter Bros Inc. Sells 408 Shares of Mastercard Incorporated (NYSE:MA)

Baxter Bros Inc. lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 36,095 shares of the credit services provider’s stock after selling 408 shares during the quarter. Mastercard accounts for 2.2% […]
United States Venkatar Madabhushi Jennison Associates Baxter Bros Inc Envestnet Asset Management Inc Jpmorgan Chase Co

Blue Fin Capital Inc. Grows Stock Holdings in Salesforce, Inc. (NYSE:CRM)

Blue Fin Capital Inc. boosted its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 3.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,350 shares of the CRM provider’s stock after buying an additional 76 shares during the quarter. Blue Fin Capital […]
Srinivas Tallapragada Exchange Commission Salesforce Inc Blue Fin Capital Inc Pure Financial Advisors Marks Group Wealth Management Inc

Brokerages Set BILL Holdings, Inc. (NYSE:BILL) Price Target at $103.57

BILL Holdings, Inc. (NYSE:BILL – Get Free Report) has earned a consensus rating of “Moderate Buy” from the twenty-one ratings firms that are presently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, eight have given a hold recommendation and twelve have issued a buy recommendation on […]
Germaine Cota Robertw Baird Piper Sandler Contour Asset Management Jefferies Financial Group Gotham Asset Management
Source: wkrb13.com

SRS Capital Advisors Inc. Reduces Stock Holdings in Moody's Co. (NYSE:MCO)

SRS Capital Advisors Inc. decreased its position in Moody’s Co. (NYSE:MCO – Free Report) by 7.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,597 shares of the business services provider’s stock after selling 214 shares during the period. SRS Capital […]
Stifel Nicolaus Walter Public Investments Inc White Pine Capital Exchange Commission Moody Investors Services Royal Bank

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LSV Asset Management Has $103.60 Million Stock Holdings in AbbVie Inc. (NYSE:ABBV)

LSV Asset Management lessened its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 13.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 668,490 shares of the company’s stock after selling 105,400 shares during the period. LSV […]
William Blair Richarda Gonzalez Azita Saleki Gerhardt Raymond James Venclexta Venclyxto White Pine Capital
Source: wkrb13.com

Fortitude Advisory Group L.L.C. Acquires Shares of 1,927 Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Fortitude Advisory Group L.L.C. acquired a new stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 1,927 shares of the semiconductor company’s stock, valued at approximately $200,000. Several other hedge funds and other institutional investors have also recently added to or reduced their […]
United States Taiwan Semiconductor Manufacturing Company Needham Company Taiwan Semiconductor Manufacturing Price Performance Associates Corp Taiwan Semiconductor Manufacturing Company Profile

Mastercard Incorporated (NYSE:MA) Shares Acquired by Natixis Advisors L.P.

Natixis Advisors L.P. lifted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 435,228 shares of the credit services provider’s stock after purchasing an additional 20,588 shares during the quarter. Natixis Advisors […]
United States Raymond James William Blair Michael Miebach Mastercard Incorporated Envestnet Asset Management Inc

Los Angeles Capital Management LLC Grows Position in Salesforce, Inc. (NYSE:CRM)

Los Angeles Capital Management LLC increased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 36.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,366,556 shares of the CRM provider’s stock after buying an additional 368,603 shares during […]
Los Angeles United States Lone Pine Parker Harris Piper Sandler Srinivas Tallapragada

LGT Fund Management Co Ltd. Takes $2.24 Million Position in Salesforce, Inc. (NYSE:CRM)

LGT Fund Management Co Ltd. acquired a new stake in Salesforce, Inc. (NYSE:CRM – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 8,430 shares of the CRM provider’s stock, valued at approximately $2,239,000. Other large investors have also made changes […]
United States Srinivas Tallapragada Sundeepg Reddy Cerity Partners Wells Fargo Company Lgt Fund Management Co Ltd

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