Concentrum Wealth Management Salesforce, Inc. Transaction History
Concentrum Wealth Management
- $347 Billion
- Q3 2025
A detailed history of Concentrum Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Concentrum Wealth Management holds 2,991 shares of CRM stock, worth $708,956. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,991
Previous 3,024
1.09%
Holding current value
$708,956
Previous $812 Million
12.65%
% of portfolio
0.2%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding CRM
# of Institutions
3,314Shares 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...