Archetype Wealth Partners Salesforce, Inc. Transaction History
Archetype Wealth Partners
- $681 Million
- Q1 2025
A detailed history of Archetype Wealth Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Archetype Wealth Partners holds 986 shares of CRM stock, worth $261,654. This represents 0.04% of its overall portfolio holdings.
Number of Shares
986
Previous 1,005
1.89%
Holding current value
$261,654
Previous $336,000
21.13%
% of portfolio
0.04%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding CRM
# of Institutions
3,354Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.3 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.8 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.9 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.13 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.52 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $265B
- 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...