Xcel Wealth Management, LLC Salesforce, Inc. Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
A detailed history of Xcel Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 2,495 shares of CRM stock, worth $853,339. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,495
Previous 4,697
46.88%
Holding current value
$853,339
Previous $1.21 Million
43.5%
% of portfolio
0.2%
Previous 0.38%
Shares
24 transactions
Others Institutions Holding CRM
# of Institutions
2,945Shares Held
728MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$29.7 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.5 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$16.8 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.33 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.77 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $342B
- 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...