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ProVise Management Group LLC Has $729,000 Holdings in Salesforce, Inc. (NYSE:CRM)

ProVise Management Group LLC decreased its position in Salesforce, Inc. (NYSE:CRM – Get Rating) by 7.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,498 shares of the CRM provider’s stock after selling 423 shares during the period. ProVise Management […]

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Provise-management-group
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Covestor-ltd
Fairfield-bush
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Vise-management-group

Knuff & Co LLC Decreases Position in Salesforce, Inc. (NYSE:CRM)

Knuff & Co LLC lessened its holdings in Salesforce, Inc. (NYSE:CRM – Get Rating) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,160 shares of the CRM provider’s stock after selling 155 shares during the quarter. Knuff & […]

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Covestor-ltd
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Financial-corp

Alliance Wealth Advisors LLC UT Invests $2.36 Million in Salesforce, Inc. (NYSE:CRM)

Alliance Wealth Advisors LLC UT acquired a new position in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 17,766 shares of the CRM provider’s stock, valued at approximately $2,356,000. Salesforce makes up approximately 1.1% […]

Oakworth
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Roman-butler-fullerton-co
Royal-bank
Saturna-capital
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Alliance Wealth Advisors LLC UT Buys New Position in UnitedHealth Group Incorporated (NYSE:UNH)

Simmons Bank increased its stake in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 4.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 27,057 shares of the CRM provider’s stock after purchasing an additional 1,273 shares during the period. Simmons Bank’s holdings in Salesforce were […]

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