Encompass Wealth Advisors, LLC Salesforce, Inc. Transaction History
Encompass Wealth Advisors, LLC
- $269 Million
- Q2 2025
A detailed history of Encompass Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,715 shares of CRM stock, worth $412,217. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,715
Previous 1,711
0.23%
Holding current value
$412,217
Previous $459,000
1.74%
% of portfolio
0.17%
Previous 0.19%
Shares
16 transactions
Others Institutions Holding CRM
# of Institutions
3,419Shares Held
777MCall Options Held
18.9MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.3 Billion0.41% 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
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.56 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.02 Billion0.41% 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...