Rfg Bristol Wealth Advisors, LLC Salesforce, Inc. Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 2,091 shares of CRM stock, worth $544,977. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,091
Previous 2,142
2.38%
Holding current value
$544,977
Previous $716 Million
21.65%
% of portfolio
0.19%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding CRM
# of Institutions
3,356Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$22.9 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.4 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.6 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.03 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.42 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $261B
- 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...