Mount Yale Investment Advisors, LLC Salesforce, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 18,190 shares of CRM stock, worth $5.42 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
18,190
Previous 100
18090.0%
Holding current value
$5.42 Million
Previous $25,000
19812.0%
% of portfolio
0.48%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding CRM
# of Institutions
2,912Shares Held
750MCall Options Held
15.7MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$25.7 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$22.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$14.3 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$7.2 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.82 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $298B
- 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...