Dynamic Wealth Strategies, LLC Salesforce, Inc. Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,226 shares of CRM stock, worth $313,206. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,226
Previous 1,251
2.0%
Holding current value
$313,206
Previous $335,000
0.3%
% of portfolio
0.24%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
3,381Shares Held
778MCall Options Held
18.8MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$22.7 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.1 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$12.6 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.91 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.33 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $255B
- 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...