Spartan Planning & Wealth Management Salesforce, Inc. Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,567 shares of CRM stock, worth $539,721. This represents 0.46% of its overall portfolio holdings.
Number of Shares
1,567
Previous 942
66.35%
Holding current value
$539,721
Previous $191,000
115.71%
% of portfolio
0.46%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding CRM
# of Institutions
2,949Shares Held
726MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$29.9 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.9 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.39 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.81 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $344B
- 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...