Safeguard Investment Advisory Group, LLC Salesforce, Inc. Transaction History
Safeguard Investment Advisory Group, LLC
- $367 Million
- Q1 2025
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,610 shares of CRM stock, worth $419,614. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,610
Previous 898
79.29%
Holding current value
$419,614
Previous $300,000
44.0%
% of portfolio
0.12%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding CRM
# of Institutions
3,356Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$22.9 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.4 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.6 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.03 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.42 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $261B
- 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...