Roberts Wealth Advisors, LLC Salesforce, Inc. Transaction History
Roberts Wealth Advisors, LLC
- $299 Million
- Q1 2025
A detailed history of Roberts Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 16,106 shares of CRM stock, worth $4.38 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
16,106
Previous 11,079
45.37%
Holding current value
$4.38 Million
Previous $3.7 Million
16.68%
% of portfolio
1.45%
Previous 1.22%
Shares
15 transactions
Others Institutions Holding CRM
# of Institutions
3,355Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.9 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20.3 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$13.2 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.29 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.66 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $272B
- 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...