Soa Wealth Advisors, Llc. Salesforce, Inc. Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,247 shares of CRM stock, worth $326,240. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,247
Previous 1,305
4.44%
Holding current value
$326,240
Previous $436,000
23.39%
% of portfolio
0.04%
Previous 0.08%
Shares
17 transactions
Others Institutions Holding CRM
# of Institutions
3,354Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.5 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.7 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.05 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.44 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $262B
- 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...