Roberts Wealth Advisors, LLC Salesforce, Inc. Transaction History
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 11,004 shares of CRM stock, worth $3.79 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
11,004
Previous 10,692
2.92%
Holding current value
$3.79 Million
Previous $2.75 Million
9.57%
% of portfolio
1.03%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding CRM
# of Institutions
2,949Shares Held
726MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$29.9 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.9 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.39 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.81 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $344B
- 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...