Outlook Wealth Advisors, LLC Salesforce, Inc. Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 1,520 shares of CRM stock, worth $407,132. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,520
Previous 1,543
1.49%
Holding current value
$407,132
Previous $515,000
20.97%
% of portfolio
0.14%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding CRM
# of Institutions
3,389Shares Held
753MCall Options Held
18.7MPut Options Held
19.3M-
Vanguard Group Inc Valley Forge, PA86.5MShares$23.2 Billion0.52% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.9MShares$13.1 Billion0.66% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.1MShares$6.46 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$5.35 Billion0.53% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $268B
- 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...