Capital Advisors Wealth Management, LLC Salesforce, Inc. Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,467 shares of CRM stock, worth $1.2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,467
Previous 5,437
17.84%
Holding current value
$1.2 Million
Previous $1.82 Million
34.07%
% of portfolio
0.21%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding CRM
# of Institutions
3,356Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.6 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$13 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.2 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.57 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $268B
- 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...