Peterson Wealth Services Salesforce, Inc. Transaction History
Peterson Wealth Services
- $424 Million
- Q3 2025
A detailed history of Peterson Wealth Services transactions in Salesforce, Inc. stock. As of the latest transaction made, Peterson Wealth Services holds 3,456 shares of CRM stock, worth $819,175. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,456
Previous 2,135
61.87%
Holding current value
$819,175
Previous $582,000
40.72%
% of portfolio
0.19%
Previous 0.16%
Shares
16 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...