Beacon Financial Advisory LLC Salesforce, Inc. Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 1,647 shares of CRM stock, worth $439,419. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,647
Previous 1,313
25.44%
Holding current value
$439,419
Previous $395,000
7.09%
% of portfolio
0.17%
Previous 0.21%
Shares
16 transactions
Others Institutions Holding CRM
# of Institutions
2,896Shares Held
745MCall Options Held
16.1MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$23 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$12.8 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$6.45 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.21 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $267B
- 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...