Dorsey & Whitney Trust CO LLC and other institutional investors made changes to their Salesforce shares in Q1.
Dorsey & Whitney Trust CO LLC reduced its Salesforce (CRM) shares by 2.9% in Q1, owning 19,533 shares worth $5.88m. Other institutional investors also bought or sold shares: Graypoint LLC and Chase Investment Counsel Corp increased stakes by 0.3%, while SageView Advisory Group LLC sold 6,449 shares, reducing its holdings by 67.8% to $923k. Bear Mountain Capital Inc. and Signature Resources Capital Management LLC acquired new positions in Salesforce, while Ruedi Wealth Management Inc. boosted its stake by 186.7%.
July 19, 2024
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