Trifecta Capital Advisors, LLC Salesforce, Inc. Transaction History
Trifecta Capital Advisors, LLC
- $601 Billion
- Q2 2025
A detailed history of Trifecta Capital Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 26,506 shares of CRM stock, worth $6.37 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
26,506
Previous 24,482
8.27%
Holding current value
$6.37 Million
Previous $6.57 Billion
10.02%
% of portfolio
1.2%
Previous 1.38%
Shares
11 transactions
Others Institutions Holding CRM
# of Institutions
3,390Shares Held
759MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$21.1 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$11.7 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.56 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.02 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $241B
- 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...