Principia Wealth Advisory, LLC Salesforce, Inc. Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 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 16 shares of CRM stock, worth $4,293. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 25
36.0%
Holding current value
$4,293
Previous $8.36 Million
49.23%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CRM
# of Institutions
3,414Shares Held
751MCall Options Held
18.6MPut 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$6.47 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$5.36 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...