Holistic Planning, LLC Salesforce, Inc. Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 985 shares of CRM stock, worth $258,818. This represents 0.09% of its overall portfolio holdings.
Number of Shares
985
Previous 894
10.18%
Holding current value
$258,818
Previous $299 Million
11.56%
% of portfolio
0.09%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,355Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.1 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.6 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.7 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.07 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.46 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $263B
- 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...