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Tred Avon Family Wealth LLC Invests $1.24 Million in Salesforce Inc. $CRM

Summary
Tred Avon Family Wealth LLC bought a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 3rd quarter, Holdings Channel.com reports. The firm bought 5,232 shares of the CRM provider’s stock, valued at approximately $1,240,000. Several other institutional investors have also added to or reduced their stakes in the business. Sierra […]
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Tred Avon Family Wealth LLC Buys New Stake in Bank of America Corporation $BAC

Tred Avon Family Wealth LLC acquired a new position in Bank of America Corporation (NYSE:BAC) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 322,268 shares of the financial services provider’s stock, valued at approximately $16,626,000. Bank of America makes up approximately 5.7% […]

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watchlistnews.com broke the news in on Sunday, January 18, 2026.
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