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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
3151
Clear Investment Research
Georgia
– -$28.1K -118 Closed
MSG
3152
Main Street Group
Virginia
– -$27.7K -117 Closed
MAM
3153
Marquette Asset Management
Minnesota
– -$25.6K -108 Closed
EWM
3154
Evolution Wealth Management
Florida
– -$23.9K -101 Closed
CWM
3155
Crowley Wealth Management
Delaware
– -$23.7K -100 Closed
HFS
3156
Hopwood Financial Services
Virginia
– -$22.5K -95 Closed
PAM
3157
Palisade Asset Management
Minnesota
– -$22.5K -95 Closed
PPA
3158
Painted Porch Advisors
California
– -$21.3K -90 Closed
PWMA
3159
Pension & Wealth Management Advisors
Massachusetts
– -$19.9K -83 Closed
TIM
3160
Tortoise Investment Management
New York
– -$18K -76 Closed
GFWA
3161
Grey Fox Wealth Advisors
Delaware
– -$17.7K -74 Closed
CCM
3162
Cloud Capital Management
Washington
– -$17K -72 Closed
BCM
3163
Berbice Capital Management
New York
– -$14.2K -60 Closed
NC
3164
North Capital
Utah
– -$8.29K -35 Closed
RF
3165
Robbins Farley
New Hampshire
– -$7.35K -31 Closed
T
3166
Transce3nd
Texas
– -$3.9K -16 Closed
HWA
3167
Heartwood Wealth Advisors
Virginia
– -$3.56K -15 Closed
PCM
3168
Perritt Capital Management
Illinois
– -$3.33K -14 Closed
CIAM
3169
Caitong International Asset Management
Hong Kong
– -$2.13K -9 Closed
LCM
3170
Logan Capital Management
Pennsylvania
– -$474 -2 Closed
KHC
3171
Koesten Hirschmann & Crabtree
Kansas
– -$240 -1 Closed