Consilio Wealth Advisors, LLC Salesforce, Inc. Transaction History
Consilio Wealth Advisors, LLC
- $242 Million
- Q3 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 1,040 shares of CRM stock, worth $343,189. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,040
Previous 922
12.8%
Holding current value
$343,189
Previous $237,000
19.83%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
2,947Shares Held
728MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$28.7 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$24.6 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.2 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.04 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.53 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $330B
- 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...