Kingswood Wealth Advisors, LLC Salesforce, Inc. Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,182 shares of CRM stock, worth $2.41 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,182
Previous 10,289
1.04%
Holding current value
$2.41 Million
Previous $2.81 Billion
13.99%
% of portfolio
0.15%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding CRM
# of Institutions
3,312Shares 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...