Kestra Investment Management, LLC Salesforce, Inc. Transaction History
Kestra Investment Management, LLC
- $3.73 Trillion
- Q3 2025
A detailed history of Kestra Investment Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kestra Investment Management, LLC holds 2,680 shares of CRM stock, worth $635,240. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,680
Previous 3,404
21.27%
Holding current value
$635,240
Previous $928 Million
31.56%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding CRM
# of Institutions
3,313Shares Held
765MCall Options Held
23.7MPut Options Held
21.5M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.2 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$11.7 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$4.98 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.75 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $237B
- 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...