Avantax Planning Partners, Inc. Salesforce, Inc. Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,414 shares of CRM stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,414
Previous 5,305
35.65%
Holding current value
$1.11 Million
Previous $1.36 Million
31.47%
% of portfolio
0.03%
Previous 0.04%
Shares
29 transactions
Others Institutions Holding CRM
# of Institutions
2,944Shares Held
728MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$28.3 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$24.3 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$15.9 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$7.92 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.43 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $325B
- 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...