Browsing: Advisors

Perennial Investment Advisors LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 7,702 shares of the CRM provider’s stock, valued at approximately $1,206,000.

Magnolia Capital Advisors LLC purchased a new stake in Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 5,098 shares of the CRM provider’s stock, valued at approximately $799,000.

Coastal Bridge Advisors LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,476 shares of the CRM provider’s stock, valued at approximately $2,111,000.

United Capital Financial Advisors LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 79,316 shares of the CRM provider’s stock, valued at approximately $12,426,000.

Va. – The National Governors Association (NGA) this week hosted its 2026 Governors’ Cybersecurity Advisors Annual Institute. Governors’ advisors from more than 40 states and territories met with federal officials and private sector experts. Participants worked through the policy questions defining state cybersecurity today, including the use of artificial intelligence, and discussed ongoing states’ focus…

LM Advisors LLC bought a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 17,101 shares of the CRM provider’s stock, valued at approximately $2,694,000.

Individuals whose private information the EFS Advisors and Aviben data breach potentially accessed may qualify to claim up to $2,500 from a settlement.

Element Pointe Advisors LLC purchased a new position in Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,287 shares of the CRM provider’s stock, valued at approximately $672,000.

Tiemann Investment Advisors LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,755 shares of the CRM provider’s stock, valued at approximately $1,372,000.

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