New Insight Wealth Advisors Salesforce, Inc. Transaction History
New Insight Wealth Advisors
- $266 Billion
- Q3 2025
A detailed history of New Insight Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,058 shares of CRM stock, worth $724,837. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,058
Previous 3,607
15.22%
Holding current value
$724,837
Previous $984 Million
26.33%
% of portfolio
0.27%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding CRM
# of Institutions
3,313Shares Held
765MCall Options Held
23.7MPut Options Held
21.5M-
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...