Wisconsin Wealth Advisors, LLC Salesforce, Inc. Transaction History
Wisconsin Wealth Advisors, LLC
- $105 Billion
- Q3 2025
A detailed history of Wisconsin Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 1,968 shares of CRM stock, worth $483,695. This represents 0.44% of its overall portfolio holdings.
Number of Shares
1,968
Previous 1,974
0.3%
Holding current value
$483,695
Previous $538 Million
13.35%
% of portfolio
0.44%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,419Shares Held
777MCall Options Held
18.9MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.8 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18.3 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$12.1 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.68 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.13 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $246B
- 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...