Browsing: Holdings

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XXI Wealth LLC purchased a new stake in Salesforce Inc. (NYSE:CRM – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,849 shares of the CRM provider’s stock, valued at approximately $654,000.

Apollon Wealth Management LLC decreased its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 10.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,283 shares of the CRM provider’s stock after selling 7,070 shares during the quarter. Apollon Wealth…

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Mondrian Investment Partners LTD cut its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 46.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 354,837 shares of the CRM provider’s stock after selling 309,708 shares during the period. Salesforce…

Add preferred source Takara Holdings on the 23rd released its April-June 2026 earnings, which had been delayed amid questions over the accounting treatment at its U.S. subsidiary Takara Bio USA. An investigation involving outside lawyers found no intentional accounting fraud and concluded no prior-year restatement was necessary. April-June sales came to ¥103.2 billion (approximately $657.9…

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Quadrant Capital Group LLC raised its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 105.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,585 shares of the CRM provider’s stock after acquiring an additional 11,085 shares during the quarter. Quadrant Capital…

Maia Wealth LLC trimmed its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 46.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,772 shares of the CRM provider’s stock after selling 2,385 shares during the quarter.…