Summit Trail Advisors, LLC Salesforce, Inc. Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 43,184 shares of CRM stock, worth $10.4 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
43,184
Previous 20,095
114.9%
Holding current value
$10.4 Million
Previous $5.29 Million
146.0%
% of portfolio
0.35%
Previous 0.18%
Shares
26 transactions
Others Institutions Holding CRM
# of Institutions
2,993Shares Held
737MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$20.5 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$17.5 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$11.4 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$4.83 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$4.6 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $242B
- 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...