Balanced Rock Investment Advisor Salesforce, Inc. Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 2025
A detailed history of Balanced Rock Investment Advisor transactions in Salesforce, Inc. stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 1,515 shares of CRM stock, worth $359,100. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,515
Previous 1,544
1.88%
Holding current value
$359,100
Previous $421 Million
14.72%
% of portfolio
0.26%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding CRM
# of Institutions
3,312Shares Held
765MCall 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...