Browsing: Sold

North Star Investment Management Corp. cut its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 55.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,021 shares of the CRM provider’s stock after selling 7,630 shares during the quarter. North Star…

Convergence Financial LLC reduced its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 52.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,741 shares of the CRM provider’s stock after selling 7,376 shares during the quarter. Convergence…

Orange Investment Advisors Inc. lowered its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 10.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 24,720 shares of the CRM provider’s stock after selling 2,829 shares during the quarter. Orange Investment Advisors Inc.’s holdings in Salesforce were worth…

Maxi Investments CY Ltd lowered its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 42.9% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 20,000 shares of the CRM provider’s stock after selling 15,000 shares during the period. Maxi Investments CY Ltd’s holdings in Salesforce…

Plimoth Trust Co. LLC lessened its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 11.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 23,762 shares of the CRM provider’s stock after selling 3,140 shares during the quarter. Salesforce comprises…

Citizens Financial Group Inc. RI decreased its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 11.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,804 shares of the CRM provider’s stock after selling 2,206 shares during the quarter.…

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…

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lessened its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 44.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,678 shares of the CRM provider’s stock after selling 22,819 shares during the quarter.…

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lessened its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 44.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,678 shares of the CRM provider’s stock after selling 22,819 shares during the quarter.…

Mountain Hill Investment Partners Corp. trimmed its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 37.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,571 shares of the CRM provider’s stock after selling 18,007 shares during the quarter. Salesforce makes…