Kovitz Investment Group Partners, LLC Salesforce, Inc. Transaction History
Kovitz Investment Group Partners, LLC
- $6.71 Billion
- Q1 2024
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 510,644 shares of CRM stock, worth $131 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
510,644
Previous 500,491
2.03%
Holding current value
$131 Million
Previous $132 Million
16.78%
% of portfolio
2.29%
Previous 2.64%
Shares
13 transactions
Others Institutions Holding CRM
# of Institutions
2,996Shares Held
738MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$21.7 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$18.6 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$12.1 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$5.12 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$4.87 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $256B
- 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...