Bergan Kdv Wealth Management, LLC Salesforce, Inc. Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 4,933 shares of CRM stock, worth $1.26 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,933
Previous 4,557
8.25%
Holding current value
$1.26 Million
Previous $910,000
14.51%
% of portfolio
0.1%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding CRM
# of Institutions
2,996Shares Held
738MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$21.7 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$18.6 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$12.1 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$5.12 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$4.87 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $256B
- 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...