Exencial Wealth Advisors, LLC Salesforce, Inc. Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 58,919 shares of CRM stock, worth $18.3 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
58,919
Previous 41,976
40.36%
Holding current value
$18.3 Million
Previous $10.8 Million
49.43%
% of portfolio
0.59%
Previous 0.41%
Shares
25 transactions
Others Institutions Holding CRM
# of Institutions
2,918Shares Held
749MCall Options Held
15.7MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$26.8 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$23.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$15 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$7.51 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$6.07 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $311B
- 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...