Marshall & Sterling Wealth Advisors Inc. Salesforce, Inc. Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 192 shares of CRM stock, worth $48,852. This represents 0.04% of its overall portfolio holdings.
Number of Shares
192
Previous 209
8.13%
Holding current value
$48,852
Previous $56.2 Million
7.64%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding CRM
# of Institutions
3,357Shares Held
777MCall Options Held
18.8MPut Options Held
18.2M-
Vanguard Group Inc Valley Forge, PA88.8MShares$22.6 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$12.5 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.88 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.31 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $254B
- 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...