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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PI
2201
Pettee Investors
Connecticut
$266K +$277K +1,034 New
WHCI
2202
W.H. Cornerstone Investments
Massachusetts
$264K +$28.1K +105 +11%
WH
2203
Willner & Heller
California
$264K +$92.6K +346 +51%
WA
2204
Wambolt & Associates
Colorado
$264K -$58.3K -218 -17%
VI
2205
VanderPol Investments
Michigan
$263K -$115K -428 -29%
GAG
2206
Goodman Advisory Group
Massachusetts
$263K – – –
BWM
2207
BlackDiamond Wealth Management
New York
$263K +$17.7K +66 +7%
TIM
2208
Thompson Investment Management
Wisconsin
$262K +$5.35K +20 +2%
WPW
2209
Warther Private Wealth
Ohio
$261K – – –
CBA
2210
Coastal Bridge Advisors
Connecticut
$261K -$20.9K -78 -7%
FFG
2211
Frisch Financial Group
New York
$261K +$268 +1 +0.1%
CSIC
2212
Clifford Swan Investment Counsel
California
$260K -$1.07K -4 -0.4%
LA
2213
LexAurum Advisors
Kansas
$260K -$13.1K -49 -5%
SFS
2214
Stiles Financial Services
Minnesota
$260K -$224K -837 -45%
WP
2215
Westmount Partners
California
$258K -$77.3K -289 -22%
SAMT
2216
Select Asset Management & Trust
Pennsylvania
$258K – – –
WRM
2217
Weybosset Research & Management
Rhode Island
$258K +$2.68K +10 +1%
TFA
2218
Trinity Financial Advisors
Ohio
$258K – – –
BIP
2219
Blueprint Investment Partners
North Carolina
$257K -$772K -2,886 -74%
AIMCA
2220
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257K -$6.02M -22,500 -96%
HCM
2221
Highview Capital Management
Illinois
$257K -$28.1K -105 -10%
CV
2222
Counterweight Ventures
North Carolina
$257K -$4.01K -15 -1%
CL
2223
CSS LLC
Illinois
$257K – – –
CA
2224
CV Advisors
Florida
$257K – – –
AGA
2225
Arkos Global Advisors
Texas
$257K -$325K -1,213 -55%