Arete Wealth Advisors, LLC Salesforce, Inc. Transaction History
Arete Wealth Advisors, LLC
- $1.41 Billion
- Q2 2025
A detailed history of Arete Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 8,400 shares of CRM stock, worth $2.02 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,400
Previous 11,302
25.68%
Holding current value
$2.02 Million
Previous $3.01 Million
24.5%
% of portfolio
0.16%
Previous 0.23%
Shares
28 transactions
Others Institutions Holding CRM
# of Institutions
3,419Shares Held
777MCall Options Held
18.9MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.3 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.8 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.56 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.02 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $240B
- 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...