Rooted Wealth Advisors, Inc. Salesforce, Inc. Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 867 shares of CRM stock, worth $214,374. This represents 0.1% of its overall portfolio holdings.
Number of Shares
867
Previous 992
12.6%
Holding current value
$214,374
Previous $322,000
27.95%
% of portfolio
0.1%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding CRM
# of Institutions
3,410Shares Held
752MCall Options Held
18.7MPut Options Held
19.3M-
Vanguard Group Inc Valley Forge, PA86.5MShares$21.4 Billion0.52% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18.4 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.9MShares$12.1 Billion0.66% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.1MShares$5.96 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$4.93 Billion0.53% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $247B
- 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...