Wealth Alliance Advisory Group, LLC Salesforce, Inc. Transaction History
Wealth Alliance Advisory Group, LLC
- $482 Million
- Q3 2025
A detailed history of Wealth Alliance Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 3,317 shares of CRM stock, worth $786,228. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,317
Previous 8,415
60.58%
Holding current value
$786,228
Previous $2.29 Million
65.74%
% of portfolio
0.16%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding CRM
# of Institutions
3,312Shares Held
765MCall Options Held
24.6MPut Options Held
22.1M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.2 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$11.7 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$4.98 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.75 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $237B
- 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...