Clearstead Advisors, LLC Salesforce, Inc. Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 78,137 shares of CRM stock, worth $18.5 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
78,137
Previous 77,320
1.06%
Holding current value
$18.5 Million
Previous $21.1 Million
12.17%
% of portfolio
0.25%
Previous 0.3%
Shares
27 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares 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...