Spartan Planning & Wealth Management Salesforce, Inc. Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
A detailed history of Spartan Planning & Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 932 shares of CRM stock, worth $242,907. This represents 0.25% of its overall portfolio holdings.
Number of Shares
932
Previous 1,803
48.31%
Holding current value
$242,907
Previous $602,000
58.47%
% of portfolio
0.25%
Previous 0.57%
Shares
5 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...