Browsing: Position

Waverly Advisors LLC reduced its position in Salesforce Inc. (NYSE:CRM – Free Report) by 4.2% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 134,727 shares of the CRM provider’s stock after selling 5,932 shares during the period. Waverly Advisors LLC’s holdings in…

Veritas Asset Management LLP lowered its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 97.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 51,741 shares of the CRM provider’s stock after selling 2,202,145 shares during the quarter. Salesforce comprises about 0.2%…

Based on a composite of our intrinsic valuations of the stocks we cover included in the Morningstar US Market Index, as of Aug. 31, 2026, the US equity market was trading at approximately a 9% discount to our fair value estimates.

California retained its position as the main US FinTech hub as companies based in the state secured 30% of all deals

Kampmann Melissa S. decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 35.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,240 shares of the CRM provider’s stock after selling 2,374 shares during the period. Kampmann Melissa S.’s holdings in…

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

CTC Alternative Strategies Ltd. bought a new position in Salesforce Inc. (NYSE:CRM – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,500 shares of the CRM provider’s stock, valued at approximately $705,000. Salesforce makes up 1.0% of CTC Alternative Strategies Ltd.’s…

Rakuten Investment Management Inc. purchased a new position in Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 132,625 shares of the CRM provider’s stock, valued at approximately $20,945,000.

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.

Panoramic Capital LLC purchased a new stake in Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 25,000 shares of the CRM provider’s stock, valued at approximately $3,916,000. Salesforce makes up about 1.7% of…