Dougherty Wealth Advisers LLC Salesforce, Inc. Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 1,549 shares of CRM stock, worth $533,522. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,549
Previous 1,549
-0.0%
Holding current value
$533,522
Previous $398,000
6.28%
% of portfolio
0.34%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding CRM
# of Institutions
2,949Shares Held
726MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$29.9 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.9 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.39 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.81 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $344B
- 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...