Walkner Condon Financial Advisors LLC Salesforce, Inc. Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 2,094 shares of CRM stock, worth $550,114. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,094
Previous 2,549
17.85%
Holding current value
$550,114
Previous $767,000
29.86%
% of portfolio
0.12%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding CRM
# of Institutions
2,968Shares Held
739MCall Options Held
12.8MPut Options Held
13.6M-
Vanguard Group Inc Valley Forge, PA84.6MShares$22.2 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY72.5MShares$19 Billion0.52% of portfolio
-
State Street Corp Boston, MA47MShares$12.4 Billion0.64% of portfolio
-
Morgan Stanley New York, NY20MShares$5.25 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA19MShares$4.99 Billion0.54% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $263B
- 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...