Wealth Preservation Advisors, LLC Salesforce, Inc. Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 1,122 shares of CRM stock, worth $265,947. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,122
Previous 6,365
82.37%
Holding current value
$265,947
Previous $1.74 Billion
84.68%
% of portfolio
0.15%
Previous 1.07%
Shares
3 transactions
Others Institutions Holding CRM
# of Institutions
3,318Shares Held
764MCall Options Held
23.7MPut Options Held
21.5M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.2 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.7 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.4MShares$11.7 Billion0.42% of portfolio
-
Geode Capital Management, LLC Boston, MA21MShares$4.98 Billion0.33% of portfolio
-
Capital International Investors Los Angeles, CA20.1MShares$4.75 Billion0.81% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $237B
- 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...