Wealth Management Partners, LLC Salesforce, Inc. Transaction History
Wealth Management Partners, LLC
- $274 Million
- Q3 2025
A detailed history of Wealth Management Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Management Partners, LLC holds 8,316 shares of CRM stock, worth $2.03 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
8,316
Previous 7,682
8.25%
Holding current value
$2.03 Million
Previous $2.09 Million
5.92%
% of portfolio
0.72%
Previous 0.83%
Shares
17 transactions
Others Institutions Holding CRM
# of Institutions
3,347Shares Held
770MCall Options Held
18.9MPut Options Held
18.1M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.9 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$12 Billion0.52% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.1 Billion0.41% of portfolio
-
Morgan Stanley New York, NY20.5MShares$5 Billion0.38% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $245B
- 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...