Canvas Wealth Advisors, LLC Salesforce, Inc. Transaction History
Canvas Wealth Advisors, LLC
- $530 Million
- Q3 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,019 shares of CRM stock, worth $241,533. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,019
Previous 1,059
3.78%
Holding current value
$241,533
Previous $288,000
16.32%
% of portfolio
0.05%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares Held
766MCall Options Held
24.6MPut Options Held
22.1M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.2 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$11.7 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$4.98 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.75 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $237B
- 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...