Stegent Equity Advisors, Inc. Salesforce, Inc. Transaction History
Stegent Equity Advisors, Inc.
- $102 Million
- Q3 2025
A detailed history of Stegent Equity Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 1,145 shares of CRM stock, worth $293,864. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,145
              Previous 1,562
              
        
           26.7%
        
      
          
        Holding current value
$293,864
            Previous $425,000
            
        
           36.24%
        
      
          
        % of portfolio
0.27%
            Previous 0.44%
          
        Shares
	  6 transactions
	
  Others Institutions Holding CRM
# of Institutions
3,382Shares Held
776MCall Options Held
18.8MPut Options Held
18.3M- 
    
      Vanguard Group Inc Valley Forge, PA88.8MShares$22.8 Billion0.41% of portfolio
- 
    
      Black Rock Inc. New York, NY74.6MShares$19.1 Billion0.44% of portfolio
- 
    
      State Street Corp Boston, MA49.3MShares$12.6 Billion0.52% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY23.1MShares$5.93 Billion0.49% of portfolio
- 
    
      Geode Capital Management, LLC Boston, MA20.9MShares$5.36 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $257B
- 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...