Concurrent Investment Advisors, LLC Salesforce, Inc. Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 64,633 shares of CRM stock, worth $17.4 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
64,633
Previous 58,289
10.88%
Holding current value
$17.4 Million
Previous $8.69 Billion
21.51%
% of portfolio
0.2%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
3,384Shares Held
766MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.7 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20.1 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$13 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.22 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.59 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $269B
- 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...