Nvest Financial, LLC Salesforce, Inc. Transaction History
Nvest Financial, LLC
- $177 Million
- Q1 2025
A detailed history of Nvest Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Nvest Financial, LLC holds 2,713 shares of CRM stock, worth $729,010. This represents 0.41% of its overall portfolio holdings.
Number of Shares
2,713
Previous 2,806
3.31%
Holding current value
$729,010
Previous $938,000
22.39%
% of portfolio
0.41%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,378Shares Held
753MCall Options Held
18.7MPut Options Held
19.3M-
Vanguard Group Inc Valley Forge, PA86.5MShares$23.3 Billion0.52% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.9MShares$13.2 Billion0.66% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.1MShares$6.48 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$5.36 Billion0.53% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $269B
- 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...