Heritage Wealth Advisors Salesforce, Inc. Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 845 shares of CRM stock, worth $275,926. This represents 0.01% of its overall portfolio holdings.
Number of Shares
845
Previous 1,074
21.32%
Holding current value
$275,926
Previous $293,000
3.75%
% of portfolio
0.01%
Previous 0.01%
Shares
28 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...