A detailed history of Icon Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 41,159 shares of CRM stock, worth $13.4 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
41,159
Previous 10,777 281.92%
Holding current value
$13.4 Million
Previous $2.77 Million 306.68%
% of portfolio
0.33%
Previous 0.24%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $9.15 Million - $10.6 Million
-38,390 Reduced 93.27%
2,769 $757,000
Q3 2024

Nov 12, 2024

BUY
$238.42 - $276.53 $7.24 Million - $8.4 Million
30,382 Added 281.92%
41,159 $11.3 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $2.36 Million - $3.3 Million
-10,814 Reduced 50.09%
10,777 $2.77 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $138,869 - $175,234
-553 Reduced 2.5%
21,591 $6.5 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $580,900 - $791,060
2,960 Added 15.43%
22,144 $5.83 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $196,802 - $253,689
-1,535 Reduced 7.41%
19,184 $2.54 Million
Q3 2022

Jan 25, 2023

BUY
$143.84 - $191.27 $2.98 Million - $3.96 Million
20,719 New
20,719 $2.98 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 $325B
  • 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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