Blue Zone Wealth Advisors, LLC Salesforce, Inc. Transaction History
Blue Zone Wealth Advisors, LLC
- $461 Million
- Q3 2025
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 38,135 shares of CRM stock, worth $9.04 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
38,135
Previous 26,668
43.0%
Holding current value
$9.04 Million
Previous $7.27 Million
24.27%
% of portfolio
1.96%
Previous 2.0%
Shares
22 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares 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...