Legacy Financial Strategies, LLC Salesforce, Inc. Transaction History
Legacy Financial Strategies, LLC
- $505 Million
- Q2 2025
A detailed history of Legacy Financial Strategies, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 740 shares of CRM stock, worth $179,235. This represents 0.04% of its overall portfolio holdings.
Number of Shares
740Holding current value
$179,235% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding CRM
# of Institutions
3,417Shares Held
777MCall Options Held
18.9MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$21.5 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18.1 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.9 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.6 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.06 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $242B
- 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...