Polaris Wealth Advisory Group, LLC Salesforce, Inc. Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 10,940 shares of CRM stock, worth $2.88 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,940
Previous 8,076
35.46%
Holding current value
$2.88 Million
Previous $1.71 Million
30.01%
% of portfolio
0.17%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding CRM
# of Institutions
2,999Shares Held
738MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$22.3 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$19.1 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$12.4 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$5.26 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$5 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $263B
- 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...