A detailed history of Ica Group Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 122 shares of CRM stock, worth $40,461. This represents 0.02% of its overall portfolio holdings.

Number of Shares
122
Previous 1,410 91.35%
Holding current value
$40,461
Previous $424,000 92.69%
% of portfolio
0.02%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$218.01 - $304.74 $280,796 - $392,505
-1,288 Reduced 91.35%
122 $31,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $99,694 - $125,801
397 Added 39.19%
1,410 $424,000
Q4 2023

Mar 07, 2024

BUY
$196.25 - $267.25 $198,801 - $270,724
1,013 New
1,013 $266,000
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $158,667 - $187,639
-840 Reduced 48.05%
908 $191,000
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $10,110 - $14,983
-75 Reduced 4.11%
1,748 $349,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $19,103 - $24,625
149 Added 8.9%
1,823 $241,000
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $7,479 - $9,946
52 Added 3.21%
1,674 $241,000
Q1 2022

Oct 03, 2022

BUY
$190.54 - $255.46 $309,055 - $414,356
1,622 New
1,622 $297,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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 Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, 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 Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.