Holistic Planning, LLC Salesforce, Inc. Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 894 shares of CRM stock, worth $321,795. This represents 0.11% of its overall portfolio holdings.
Number of Shares
894
Previous 888
0.68%
Holding current value
$321,795
Previous $243 Million
22.97%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding CRM
# of Institutions
3,040Shares Held
729MCall Options Held
15.5MPut Options Held
15.6M-
Vanguard Group Inc Valley Forge, PA86.9MShares$31.3 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$26.8 Billion0.44% of portfolio
-
State Street Corp Boston, MA49MShares$17.6 Billion0.56% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.4MShares$8.76 Billion1.44% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$7.12 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $360B
- 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...