Geneos Wealth Management Inc. Salesforce, Inc. Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 20,486 shares of CRM stock, worth $4.91 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,486
Previous 17,520
16.93%
Holding current value
$4.91 Million
Previous $4.7 Million
18.83%
% of portfolio
0.14%
Previous 0.16%
Shares
36 transactions
Others Institutions Holding CRM
# of Institutions
3,400Shares 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$5.54 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5 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...