Twin Peaks Wealth Advisors, LLC Salesforce, Inc. Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 4,983 shares of CRM stock, worth $1.42 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
4,983
Previous 5,338
6.65%
Holding current value
$1.42 Million
Previous $1.4 Billion
6.84%
% of portfolio
0.83%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding CRM
# of Institutions
2,988Shares Held
737MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$24.2 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$20.7 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$13.4 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$5.71 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$5.43 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $286B
- 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...