Principia Wealth Advisory, LLC Salesforce, Inc. Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 38 shares of CRM stock, worth $9,259. This represents 0.01% of its overall portfolio holdings.
Number of Shares
38
Previous 16
137.5%
Holding current value
$9,259
Previous $4.24 Million
144.21%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CRM
# of Institutions
3,325Shares Held
762MCall Options Held
22.6MPut Options Held
21.6M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.8 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$12 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$5.11 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.89 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $244B
- 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...