Sax Wealth Advisors, LLC Salesforce, Inc. Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,125 shares of CRM stock, worth $1.21 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,125
Previous 4,773
7.37%
Holding current value
$1.21 Million
Previous $1.3 Million
6.69%
% of portfolio
0.07%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares Held
766MCall Options Held
24.6MPut Options Held
22.1M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.2 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$11.7 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$4.98 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.75 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $237B
- 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...