A detailed history of Uniting Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 2,576 shares of CRM stock, worth $616,359. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,576
Previous 1,933 33.26%
Holding current value
$616,359
Previous $527 Million 16.02%
% of portfolio
0.14%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$231.66 - $273.65 $148,957 - $175,956
643 Added 33.26%
2,576 $612 Million
Q1 2025

Apr 24, 2025

BUY
$268.36 - $359.95 $12,344 - $16,557
46 Added 2.44%
1,933 $519 Million
Q4 2024

Feb 12, 2025

BUY
$270.87 - $367.87 $511,131 - $694,170
1,887 New
1,887 $631 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $239B
  • 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...
More about CRM
Track This Portfolio

Track Uniting Wealth Partners, LLC Portfolio

Follow Uniting Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uniting Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Uniting Wealth Partners, LLC with notifications on news.