Capital Planning Advisors, LLC Salesforce, Inc. Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 1,038 shares of CRM stock, worth $276,938. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,038
Previous 1,241
16.36%
Holding current value
$276,938
Previous $373,000
28.69%
% of portfolio
0.05%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding CRM
# of Institutions
2,896Shares Held
745MCall Options Held
16.1MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$23 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$12.8 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$6.45 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.21 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $267B
- 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...