Lyell Wealth Management, LP Salesforce, Inc. Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 64,280 shares of CRM stock, worth $18.5 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
64,280
Previous 60,170
6.83%
Holding current value
$18.5 Million
Previous $18.1 Million
8.81%
% of portfolio
1.58%
Previous 1.85%
Shares
28 transactions
Others Institutions Holding CRM
# of Institutions
2,896Shares Held
745MCall Options Held
15.7MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$24.8 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$21.4 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$13.8 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$6.95 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.61 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $288B
- 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...