Trifecta Capital Advisors, LLC Salesforce, Inc. Transaction History
Trifecta Capital Advisors, LLC
- $477 Billion
- Q1 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 24,482 shares of CRM stock, worth $6.58 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
24,482
Previous 24,071
1.71%
Holding current value
$6.58 Million
Previous $8.05 Billion
18.36%
% of portfolio
1.38%
Previous 1.59%
Shares
10 transactions
Others Institutions Holding CRM
# of Institutions
3,376Shares Held
753MCall Options Held
18.7MPut Options Held
19.3M-
Vanguard Group Inc Valley Forge, PA86.5MShares$23.3 Billion0.52% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$20 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.9MShares$13.2 Billion0.66% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.1MShares$6.48 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$5.36 Billion0.53% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $269B
- 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...