Goal Vest Advisory LLC Salesforce, Inc. Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 951 shares of CRM stock, worth $321,865. This represents 0.08% of its overall portfolio holdings.
Number of Shares
951
Previous 887
7.22%
Holding current value
$321,865
Previous $228,000
14.04%
% of portfolio
0.08%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding CRM
# of Institutions
2,949Shares Held
726MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$29.4 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.6 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.24 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.69 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $338B
- 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...