Kovitz Investment Group Partners, LLC Salesforce, Inc. Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 525,937 shares of CRM stock, worth $134 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
525,937
Previous 390,942
34.53%
Holding current value
$134 Million
Previous $105 Million
36.7%
% of portfolio
0.67%
Previous 0.58%
Shares
19 transactions
Others Institutions Holding CRM
# of Institutions
3,385Shares Held
777MCall Options Held
18.8MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$22.7 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.1 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$12.6 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.91 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.33 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $255B
- 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...