Triad Wealth Partners, LLC Salesforce, Inc. Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,324 shares of CRM stock, worth $313,827. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,324
Previous 1,667
20.58%
Holding current value
$313,827
Previous $455 Million
30.99%
% of portfolio
0.04%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares Held
765MCall Options Held
24.6MPut Options Held
22.1M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.2 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$11.7 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$4.98 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.75 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $237B
- 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...