Bordeaux Wealth Advisors LLC Salesforce, Inc. Transaction History
Bordeaux Wealth Advisors LLC
- $302 Million
- Q1 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 4,118 shares of CRM stock, worth $1.07 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,118
Previous 4,514
8.77%
Holding current value
$1.07 Million
Previous $1.19 Million
4.47%
% of portfolio
0.41%
Previous 0.4%
Shares
12 transactions
Others Institutions Holding CRM
# of Institutions
2,997Shares Held
738MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$22.1 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$18.9 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$12.3 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$5.22 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$4.96 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $261B
- 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...