Cerro Pacific Wealth Advisors LLC Salesforce, Inc. Transaction History
Cerro Pacific Wealth Advisors LLC
- $359 Million
- Q3 2025
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 1,457 shares of CRM stock, worth $345,352. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,457
Previous 1,602
9.05%
Holding current value
$345,352
Previous $436,000
20.87%
% of portfolio
0.1%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding CRM
# of Institutions
3,312Shares Held
765MCall 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...