Browsing: Position

Fiera Capital Corp has opened a new $48.3M position in $CRM, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 09-30-2026 report period. You can see the fund’s full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CRM.

Rakuten Investment Management Inc. raised its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 9.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 145,670 shares of the CRM provider’s stock after acquiring an additional 13,045 shares during the period. Rakuten Investment Management Inc.’s holdings in…

This is a paid press release. Contact the press release distributor directly with any enquiries.

AIA Group Ltd trimmed its position in Salesforce Inc. (NYSE:CRM – Free Report) by 64.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,443 shares of the CRM provider’s stock after selling 84,365 shares during the quarter. AIA Group Ltd’s holdings…

TODD ASSET MANAGEMENT LLC has opened a new $57.7M position in $CRM, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 09-30-2026 report period. You can see the fund’s full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CRM.

Farmers & Merchants Investments Inc. raised its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 103,283 shares of the CRM provider’s stock after purchasing an additional 2,702 shares during the period. Farmers &…

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned…

Beaumont Financial Advisors LLC lessened its position in Salesforce Inc. (NYSE:CRM – Free Report) by 95.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,255 shares of the CRM provider’s stock after selling 26,823 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in…

The Australian Institute of Sport (AIS) has published its updated Sport Specialisation in Youth Athletes Position Statement, replacing national framework guidelines first established in 2019.

Sawyer & Company Inc purchased a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 24,503 shares of the CRM provider’s stock, valued at approximately $5,625,000. Salesforce comprises approximately 1.9%…