Phillips Wealth Planners LLC Salesforce, Inc. Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,886 shares of CRM stock, worth $638,316. This represents 0.53% of its overall portfolio holdings.
Number of Shares
1,886
Previous 1,558
21.05%
Holding current value
$638,316
Previous $394 Million
39.39%
% of portfolio
0.53%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
2,949Shares Held
726MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$29.4 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.6 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.24 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.69 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $338B
- Description
- Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...