Le Clair Wealth Partners LLC Salesforce, Inc. Transaction History
Le Clair Wealth Partners LLC
- $160 Billion
- Q3 2025
A detailed history of Le Clair Wealth Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 938 shares of CRM stock, worth $222,334. This represents 0.14% of its overall portfolio holdings.
Number of Shares
938
Previous 2,358
60.22%
Holding current value
$222,334
Previous $643 Million
65.43%
% of portfolio
0.14%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,312Shares Held
765MCall Options Held
24.6MPut Options Held
22.1M-
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...