A detailed history of Icapital Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Icapital Wealth LLC holds 3,780 shares of CRM stock, worth $1.01 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,780
Previous 2,909 29.94%
Holding current value
$1.01 Million
Previous $876,000 10.84%
% of portfolio
0.54%
Previous 0.53%

Shares

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

Aug 02, 2024

BUY
$218.01 - $304.74 $189,886 - $265,428
871 Added 29.94%
3,780 $971,000
Q3 2023

Oct 24, 2023

SELL
$202.49 - $234.37 $2,024 - $2,343
-10 Reduced 0.34%
2,909 $589,000
Q2 2023

Aug 01, 2023

BUY
$188.89 - $223.38 $1,888 - $2,233
10 Added 0.34%
2,919 $616,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $269,600 - $399,560
-2,000 Reduced 40.74%
2,909 $581,000
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $1.05 Million - $1.35 Million
-8,162 Reduced 62.44%
4,909 $651,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $143,840 - $191,270
1,000 Added 8.28%
13,071 $1.88 Million
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $249,426 - $350,816
-1,603 Reduced 11.72%
12,071 $1.99 Million
Q1 2022

Apr 12, 2022

SELL
$190.54 - $255.46 $954,033 - $1.28 Million
-5,007 Reduced 26.8%
13,674 $2.9 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $4.62 Million - $5.79 Million
18,681 New
18,681 $4.75 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 $267B
  • 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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