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WP Advisors LLC Increases Holdings in Salesforce, Inc. (NYSE:CRM)

WP Advisors LLC lifted its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.6% in the fourth quarter, Holdings Channel reports. The firm owned 7,645 shares of the CRM provider’s stock after buying an additional 43 shares during the period. WP Advisors LLC’s holdings in Salesforce were worth $2,012,000 at the end of the […] ....

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Beaumont Financial Advisors LLC Cuts Stake in Bank of America Co. (NYSE:BAC)

Beaumont Financial Advisors LLC lowered its holdings in shares of Bank of America Co. (NYSE:BAC) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,800 shares of the financial services provider’s stock after selling 2,378 shares during the quarter. Beaumont […] ....

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Beaumont Financial Advisors LLC Cuts Stake in Bank of America Co. (NYSE:BAC)

Beaumont Financial Advisors LLC lowered its holdings in shares of Bank of America Co. (NYSE:BAC) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,800 shares of the financial services provider’s stock after selling 2,378 shares during the quarter. Beaumont […] ....

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