Ulland Investment Advisors, LLC Salesforce, Inc. Transaction History
Ulland Investment Advisors, LLC
- $131 Million
- Q2 2025
A detailed history of Ulland Investment Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 309 shares of CRM stock, worth $74,431. This represents 0.06% of its overall portfolio holdings.
Number of Shares
309
Previous 309
-0.0%
Holding current value
$74,431
Previous $83,000
1.2%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding CRM
# of Institutions
3,392Shares Held
766MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$21.2 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$11.7 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.57 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.03 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...