Heritage Wealth Management, Inc. Salesforce, Inc. Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,423 shares of CRM stock, worth $722,078. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,423
Previous 2,423
-0.0%
Holding current value
$722,078
Previous $638 Million
4.0%
% of portfolio
0.22%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding CRM
# of Institutions
2,913Shares Held
749MCall Options Held
15.7MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$25.7 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$22.2 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$14.3 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$7.2 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.82 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $298B
- 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...