Institute For Wealth Management, Llc. Salesforce, Inc. Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,190 shares of CRM stock, worth $2.74 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,190
Previous 10,332
1.37%
Holding current value
$2.74 Million
Previous $2.77 Million
0.22%
% of portfolio
0.32%
Previous 0.36%
Shares
30 transactions
Others Institutions Holding CRM
# of Institutions
3,384Shares Held
766MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.7 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20.1 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$13 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.22 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.59 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $269B
- 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...