Heritage Wealth Advisors Salesforce, Inc. Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
A detailed history of Heritage Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 841 shares of CRM stock, worth $215,842. This represents 0.01% of its overall portfolio holdings.
Number of Shares
841
Previous 840
0.12%
Holding current value
$215,842
Previous $225,000
1.78%
% of portfolio
0.01%
Previous 0.01%
Shares
30 transactions
Others Institutions Holding CRM
# of Institutions
3,382Shares Held
776MCall Options Held
18.8MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$22.8 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.1 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$12.6 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.93 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.36 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $257B
- 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...