New Insight Wealth Advisors Salesforce, Inc. Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 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 3,607 shares of CRM stock, worth $867,519. This represents 0.4% of its overall portfolio holdings.
Number of Shares
3,607
Previous 3,729
3.27%
Holding current value
$867,519
Previous $1 Billion
1.7%
% of portfolio
0.4%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
3,390Shares Held
759MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$21.1 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$11.7 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.56 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.02 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $241B
- 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...