Summit Wealth Group LLC / CO Salesforce, Inc. Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 13,574 shares of CRM stock, worth $3.31 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
13,574
Previous 1,055
1186.64%
Holding current value
$3.31 Million
Previous $288 Million
855.33%
% of portfolio
0.92%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding CRM
# of Institutions
3,325Shares Held
762MCall Options Held
22.6MPut Options Held
21.6M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.8 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$12 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$5.11 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.89 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $244B
- 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...