Cypress Point Wealth Management, LLC Salesforce, Inc. Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
- Q3 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,543 shares of CRM stock, worth $369,193. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,543
Previous 1,543
-0.0%
Holding current value
$369,193
Previous $420,000
13.1%
% of portfolio
0.08%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding CRM
# of Institutions
3,358Shares Held
777MCall Options Held
18.8MPut Options Held
18.2M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.3 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.8 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.8 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.53 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$4.99 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $239B
- 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...