Holistic Planning, LLC Salesforce, Inc. Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 1,731 shares of CRM stock, worth $416,963. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,731
Previous 985
75.74%
Holding current value
$416,963
Previous $264 Million
78.57%
% of portfolio
0.14%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding CRM
# of Institutions
3,392Shares Held
766MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$21.2 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$11.7 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.57 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.03 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $241B
- 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...