Avitas Wealth Management LLC Salesforce, Inc. Transaction History
Avitas Wealth Management LLC
- $701 Million
- Q3 2024
A detailed history of Avitas Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 2,651 shares of CRM stock, worth $823,877. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,651
Previous 2,855
7.15%
Holding current value
$823,877
Previous $734,000
1.23%
% of portfolio
0.1%
Previous 0.11%
Shares
27 transactions
Others Institutions Holding CRM
# of Institutions
2,918Shares Held
749MCall Options Held
15.7MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$26.8 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$23.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$15 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$7.51 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$6.07 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $311B
- 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...