A detailed history of Iams Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Iams Wealth Management, LLC holds 1,842 shares of CRM stock, worth $624,640. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,842
Previous 2,239 17.73%
Holding current value
$624,640
Previous $576 Million 12.42%
% of portfolio
0.25%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$238.42 - $276.53 $94,652 - $109,782
-397 Reduced 17.73%
1,842 $504 Million
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $488,124 - $682,312
2,239 New
2,239 $576 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 $339B
  • 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
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