Kingswood Wealth Advisors, LLC Salesforce, Inc. Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,795 shares of CRM stock, worth $4.09 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,795
Previous 14,187
4.29%
Holding current value
$4.09 Million
Previous $4.27 Billion
10.98%
% of portfolio
0.34%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding CRM
# of Institutions
2,897Shares Held
745MCall Options Held
16.1MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$23.9 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20.6 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$13.3 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$6.68 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.4 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $277B
- 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...