Us Advisors Wealth Management, LLC Salesforce, Inc. Transaction History
Us Advisors Wealth Management, LLC
- $269 Million
- Q2 2025
A detailed history of Us Advisors Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 765 shares of CRM stock, worth $183,990. This represents 0.08% of its overall portfolio holdings.
Number of Shares
765
Previous 1,173
34.78%
Holding current value
$183,990
Previous $314,000
33.76%
% of portfolio
0.08%
Previous 0.11%
Shares
3 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$21.1 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...