Dogwood Wealth Management LLC Salesforce, Inc. Transaction History
Dogwood Wealth Management LLC
- $205 Billion
- Q2 2025
A detailed history of Dogwood Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 57 shares of CRM stock, worth $15,024. This represents 0.01% of its overall portfolio holdings.
Number of Shares
57
Previous 2,551
97.77%
Holding current value
$15,024
Previous $685 Million
97.72%
% of portfolio
0.01%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
3,385Shares Held
766MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.2 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.8 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.09 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.48 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $264B
- 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...