Phillips Wealth Planners LLC Salesforce, Inc. Transaction History
Phillips Wealth Planners LLC
- $110 Billion
- Q2 2025
A detailed history of Phillips Wealth Planners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,709 shares of CRM stock, worth $654,711. This represents 0.67% of its overall portfolio holdings.
Number of Shares
2,709
Previous 2,675
1.27%
Holding current value
$654,711
Previous $682 Million
8.68%
% of portfolio
0.67%
Previous 0.72%
Shares
10 transactions
Others Institutions Holding CRM
# of Institutions
3,407Shares Held
777MCall Options Held
18.9MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.5 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.9 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.59 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.04 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $242B
- 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...