Visionary Wealth Advisors Places New Bet on Salesforce

Visionary Wealth Advisors has made a new investment in Salesforce Inc., buying 3,377 shares of CRM stock for approximately $529,000.

This purchase is part of a larger trend of institutional investors increasing their stakes in the company. In the third quarter, Fred Alger Management LLC boosted its holdings in Salesforce by 0.3%, and Synergy Financial Group LTD raised its stake by 2.4% during the same period.

CBIZ Investment Advisory Services LLC also increased its position in Salesforce by 35.4% in the fourth quarter, while Krane Funds Advisors LLC lifted its holding by 0.7%. Additionally, HBW Advisory Services LLC boosted its stake by 0.4% in the first quarter.