Capital Planning Advisors, LLC Salesforce, Inc. Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 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 1,045 shares of CRM stock, worth $357,410. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,045
Previous 1,038
0.67%
Holding current value
$357,410
Previous $266,000
7.52%
% of portfolio
0.04%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding CRM
# of Institutions
2,945Shares Held
728MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$29.7 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.5 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.8 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.33 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.77 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $342B
- 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...