Xcel Wealth Management, LLC Salesforce, Inc. Transaction History
Xcel Wealth Management, LLC
- $314 Million
- Q1 2025
A detailed history of Xcel Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 2,375 shares of CRM stock, worth $634,457. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,375
Previous 2,455
3.26%
Holding current value
$634,457
Previous $820,000
22.32%
% of portfolio
0.2%
Previous 0.23%
Shares
26 transactions
Others Institutions Holding CRM
# of Institutions
3,355Shares Held
768MCall Options Held
20MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$23.5 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$13 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$6.18 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.55 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $267B
- 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...