Legacy Capital Wealth Partners, LLC Salesforce, Inc. Transaction History
Legacy Capital Wealth Partners, LLC
- $458 Million
- Q4 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,443 shares of CRM stock, worth $342,034. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,460
1.16%
Holding current value
$342,034
Previous $346,000
1.16%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding CRM
# of Institutions
3,338Shares 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...