Robertson Stephens Wealth Management, LLC Salesforce, Inc. Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,169 shares of CRM stock, worth $1.72 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,169
Previous 7,193
0.33%
Holding current value
$1.72 Million
Previous $1.93 Million
1.24%
% of portfolio
0.06%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding CRM
# of Institutions
3,351Shares Held
768MCall Options Held
18.8MPut Options Held
18.2M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.5 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.8 Billion0.52% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.01 Billion0.41% of portfolio
-
Morgan Stanley New York, NY20.5MShares$4.91 Billion0.38% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $240B
- 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...