Consilio Wealth Advisors, LLC Salesforce, Inc. Transaction History
Consilio Wealth Advisors, LLC
- $281 Million
- Q2 2025
A detailed history of Consilio Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 2,082 shares of CRM stock, worth $499,430. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,082
Previous 1,146
81.68%
Holding current value
$499,430
Previous $307,000
84.69%
% of portfolio
0.2%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
3,351Shares Held
768MCall Options Held
18.8MPut Options Held
18.2M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.5 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.8 Billion0.52% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.01 Billion0.41% of portfolio
-
Morgan Stanley New York, NY20.5MShares$4.91 Billion0.38% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $240B
- 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...