Root Financial Partners, LLC Salesforce, Inc. Transaction History
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
A detailed history of Root Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Root Financial Partners, LLC holds 3,286 shares of CRM stock, worth $794,160. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,286
Previous 2,589
26.92%
Holding current value
$794,160
Previous $695 Million
28.98%
% of portfolio
0.09%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding CRM
# of Institutions
3,407Shares Held
777MCall Options Held
18.9MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.5 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.9 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.59 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.04 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $242B
- 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...