Browsing: wealth

The breakaway-focused platform’s senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning. SEP 17, 2026 By Leo Almazora

Dozens of Bank of England directors and founding subscribers invested in trafficking of enslaved Africans

Integrated Wealth Concepts LLC decreased its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 25.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,899 shares of the CRM provider’s stock after selling 9,830 shares during the quarter. Integrated Wealth Concepts LLC’s holdings…

Corient Private Wealth LP decreased its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 32.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 283,337 shares of the CRM provider’s stock after selling 134,172 shares during the period. Corient Private Wealth…

HB Wealth Management LLC decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 9.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,897 shares of the CRM provider’s stock after selling 3,462 shares during the quarter. HB Wealth…

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Kintra Wealth LLC raised its position in Salesforce Inc. (NYSE:CRM – Free Report) by 117.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,896 shares of the CRM provider’s stock after purchasing an additional 2,101 shares during the period. Kintra…

Angeles Wealth Management LLC raised its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 40.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,510 shares of the CRM provider’s stock after buying an additional 2,180 shares during the quarter.…

New US research tracking SEC filings finds wealth management firms adopting AI are growing headcount and adviser capacity, not reducing them

Barlow Wealth Partners LLC boosted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 44.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 95,913 shares of the CRM provider’s stock after purchasing an additional 29,293 shares during the quarter. Salesforce…