Summit Wealth Group, LLC Salesforce, Inc. Transaction History
Summit Wealth Group, LLC
- $333 Million
- Q2 2024
A detailed history of Summit Wealth Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Summit Wealth Group, LLC holds 976 shares of CRM stock, worth $260,396. This represents 0.08% of its overall portfolio holdings.
Number of Shares
976
Previous 965
1.14%
Holding current value
$260,396
Previous $291,000
13.75%
% of portfolio
0.08%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding CRM
# of Institutions
2,896Shares Held
745MCall Options Held
16.1MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$23 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$12.8 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$6.45 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.21 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $267B
- 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...