United Advisor Group, LLC Salesforce, Inc. Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, United Advisor Group, LLC holds 2,406 shares of CRM stock, worth $570,294. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,406
Previous 1,448
66.16%
Holding current value
$570,294
Previous $394,000
44.67%
% of portfolio
0.08%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding CRM
# of Institutions
3,310Shares Held
765MCall Options Held
24.1MPut Options Held
22M-
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...