Cassady Schiller Wealth Management, LLC Salesforce, Inc. Transaction History
Cassady Schiller Wealth Management, LLC
- $223 Million
- Q1 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 371 shares of CRM stock, worth $95,384. This represents 0.05% of its overall portfolio holdings.
Number of Shares
371
Previous 365
1.64%
Holding current value
$95,384
Previous $96,000
15.63%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding CRM
# of Institutions
2,995Shares Held
737MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$21.8 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$18.6 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$12.1 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$5.14 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$4.89 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $257B
- 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...