Williams Jones Wealth Management, Llc. Salesforce, Inc. Transaction History
Williams Jones Wealth Management, Llc.
- $8.55 Billion
- Q3 2025
A detailed history of Williams Jones Wealth Management, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 1,324 shares of CRM stock, worth $313,827. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,324
Previous 1,846
28.28%
Holding current value
$313,827
Previous $503,000
37.77%
% of portfolio
0.0%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding CRM
# of Institutions
3,342Shares Held
763MCall 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...