Browsing: Sold

Agate Pass Investment Management LLC trimmed its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 61.9% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 2,171 shares of the CRM provider’s stock after selling 3,531 shares during the quarter. Agate Pass Investment Management LLC’s holdings in Salesforce…

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing…

New research says software vendors are routinely collecting far more customer data than is needed and using it to build commercial products.

Janney Montgomery Scott LLC trimmed its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 4.1% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 251,970 shares of the CRM provider's stock after selling 10,825 shares during the period. Janney Montgo…

Synopsis Goods left the warehouse. The invoice went out. So it must be a sale, right? Not always. Under the rules, a sale counts only when the customer truly takes control of what was bought. Not when it ships. Not when the bill is raised. Not even when the cash comes in. Stretch that one moment, an…