A detailed history of Root Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,934 shares of CRM stock, worth $661,466. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,934
Previous 1,784 8.41%
Holding current value
$661,466
Previous $459 Million 15.41%
% of portfolio
0.08%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$238.42 - $276.53 $35,763 - $41,479
150 Added 8.41%
1,934 $529 Million
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $388,929 - $543,656
1,784 New
1,784 $459 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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...
More about CRM
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