A detailed history of Heritage Oak Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,180 shares of CRM stock, worth $400,149. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,180
Holding current value
$400,149
% of portfolio
0.15%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$238.42 - $276.53 $281,335 - $326,305
1,180 New
1,180 $323 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $339B
  • 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...
More about CRM
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