Wealth Effects LLC Salesforce, Inc. Transaction History
Wealth Effects LLC
- $241 Million
- Q2 2025
A detailed history of Wealth Effects LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Effects LLC holds 1,110 shares of CRM stock, worth $293,939. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,110
Previous 1,055
5.21%
Holding current value
$293,939
Previous $283,000
6.71%
% of portfolio
0.13%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding CRM
# of Institutions
3,385Shares Held
765MCall Options Held
20.1MPut Options Held
16.5M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.3 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12.8 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.12 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.5 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $265B
- 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...