Provenance Wealth Advisors, LLC Salesforce, Inc. Transaction History
Provenance Wealth Advisors, LLC
- $774 Billion
- Q3 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 217 shares of CRM stock, worth $51,435. This represents 0.01% of its overall portfolio holdings.
Number of Shares
217
Previous 141
53.9%
Holding current value
$51,435
Previous $37.8 Million
35.92%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares Held
766MCall 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...