Mowery & Schoenfeld Wealth Management, LLC Salesforce, Inc. Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $58.2 Billion
- Q3 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 697 shares of CRM stock, worth $165,209. This represents 0.28% of its overall portfolio holdings.
Number of Shares
697
Previous 793
12.11%
Holding current value
$165,209
Previous $216 Million
23.61%
% of portfolio
0.28%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares 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...