Goal Vest Advisory LLC Salesforce, Inc. Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
A detailed history of Goal Vest Advisory LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 918 shares of CRM stock, worth $217,593. This represents 0.04% of its overall portfolio holdings.
Number of Shares
918
Previous 749
22.56%
Holding current value
$217,593
Previous $177,000
22.6%
% of portfolio
0.04%
Previous 0.04%
Shares
16 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...