Morling Financial Advisors, LLC Salesforce, Inc. Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,142 shares of CRM stock, worth $270,688. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,142
Previous 1,356
15.78%
Holding current value
$270,688
Previous $369,000
26.83%
% of portfolio
0.11%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding CRM
# of Institutions
3,315Shares 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...