Balanced Rock Investment Advisor Salesforce, Inc. Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Salesforce, Inc. stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 1,544 shares of CRM stock, worth $406,705. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,544
Previous 1,672
7.66%
Holding current value
$406,705
Previous $449 Million
6.16%
% of portfolio
0.33%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
3,383Shares Held
778MCall Options Held
18.8MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$23.4 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.6 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$13 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.09 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.5 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $263B
- 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...