Bogart Wealth, LLC Salesforce, Inc. Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bogart Wealth, LLC holds 48,634 shares of CRM stock, worth $11.7 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
48,634
Previous 46,500
4.59%
Holding current value
$11.7 Million
Previous $12.5 Million
6.28%
% of portfolio
0.57%
Previous 0.59%
Shares
27 transactions
Others Institutions Holding CRM
# of Institutions
3,410Shares Held
777MCall Options Held
18.9MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.4 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.8 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.56 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.02 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $240B
- 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...