A detailed history of Steward Partners Investment Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 3,667 shares of CRM stock, worth $1.24 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,667
Previous 3,648 0.52%
Holding current value
$1.24 Million
Previous $960 Million 15.05%
% of portfolio
0.19%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $4,771 - $6,020
19 Added 0.52%
3,667 $1.1 Billion
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $715,920 - $974,928
3,648 New
3,648 $960 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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...
More about CRM
Track This Portfolio

Track Steward Partners Investment Solutions, LLC Portfolio

Follow Steward Partners Investment Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Solutions, LLC with notifications on news.