Exencial Wealth Advisors, LLC Salesforce, Inc. Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 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 31,391 shares of CRM stock, worth $10.3 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
31,391
Previous 58,919
46.72%
Holding current value
$10.3 Million
Previous $16.1 Million
34.92%
% of portfolio
0.39%
Previous 0.59%
Shares
26 transactions
Others Institutions Holding CRM
# of Institutions
3,362Shares Held
753MCall Options Held
17.9MPut Options Held
18.6M-
Vanguard Group Inc Valley Forge, PA86.5MShares$28.3 Billion0.52% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$24.4 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.9MShares$16 Billion0.66% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.1MShares$7.88 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$6.52 Billion0.53% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $327B
- 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...