Modern Wealth Management, LLC Salesforce, Inc. Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,232 shares of CRM stock, worth $654,109. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,232
Previous 1,349
65.46%
Holding current value
$654,109
Previous $369 Million
97.76%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,422Shares Held
755MCall Options Held
18.6MPut Options Held
19.3M-
Vanguard Group Inc Valley Forge, PA86.5MShares$25.4 Billion0.52% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$21.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.9MShares$14.3 Billion0.66% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.1MShares$7.07 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$5.85 Billion0.53% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $293B
- 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...