Bordeaux Wealth Advisors LLC Salesforce, Inc. Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 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 4,403 shares of CRM stock, worth $1.5 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,403
Previous 6,495
32.21%
Holding current value
$1.5 Million
Previous $1.67 Million
27.8%
% of portfolio
0.22%
Previous 0.32%
Shares
14 transactions
Others Institutions Holding CRM
# of Institutions
2,933Shares Held
752MCall Options Held
15.4MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$29.4 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.4 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$16.4 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$8.24 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.75 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $341B
- 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...