Icon Wealth Partners, LLC Salesforce, Inc. Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 20,651 shares of CRM stock, worth $7.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

20,651

Previous 20,838 0.9%

Holding current value

$7.1 Million

Previous $4.4 Million 4.88%

% of portfolio

0.48%

Previous 0.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $37,865 - $43,827	-187 Reduced 0.9%	20,651 $4.19 Million
Q2 2023 Aug 03, 2023	SELL	$188.89 - $223.38 $1.24 Million - $1.47 Million	-6,564 Reduced 23.95%	20,838 $4.4 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $315,162 - $467,085	2,338 Added 9.33%	27,402 $5.47 Million
Q2 2022 Jul 19, 2022	BUY	$155.6 - $218.85 $87,447 - $122,993	562 Added 2.29%	25,064 $4.14 Million
Q1 2022 Apr 19, 2022	BUY	$190.54 - $255.46 $426,237 - $571,464	2,237 Added 10.05%	24,502 $5.2 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $275,391 - $345,295	1,114 Added 5.27%	22,265 $5.66 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $197,641 - $237,644	832 Added 4.09%	21,151 $5.74 Million
Q2 2021 Jul 30, 2021	BUY	$210.54 - $246.26 $445,923 - $521,578	2,118 Added 11.64%	20,319 $4.96 Million
Q1 2021 Apr 26, 2021	BUY	$205.33 - $248.59 $1.26 Million - $1.53 Million	6,148 Added 51.01%	18,201 $3.86 Million
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $520,874 - $631,887	2,366 Added 24.42%	12,053 $2.68 Million
Q3 2020 Oct 22, 2020	BUY	$185.51 - $281.25 $1.4 Million - $2.12 Million	7,538 Added 350.77%	9,687 $2.43 Million
Q2 2020 Jul 14, 2020	BUY	$134.06 - $191.65 $42,631 - $60,944	318 Added 17.37%	2,149 $403,000
Q1 2020 Apr 17, 2020	BUY	$124.3 - $193.36 $227,593 - $354,042	1,831 New	1,831 $264,000
Q2 2019 Aug 13, 2019	SELL	$145.1 - $165.96 $80,530 - $92,107	-555 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $72,372 - $92,657	555 New	555 $88,000
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $94,967 - $125,809	-787 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$137.15 - $160.43 $19,749 - $23,101	-144 Reduced 15.47%	787 $125,000
Q2 2018 Aug 13, 2018	SELL	$115.3 - $139.8 $5,073 - $6,151	-44 Reduced 4.51%	931 $127,000
Q1 2018 May 15, 2018	SELL	$104.03 - $127.99 $31,521 - $38,780	-303 Reduced 23.71%	975 $113,000
Q4 2017 Feb 13, 2018	BUY	$93.94 - $108.8 $120,055 - $139,046	1,278	1,278 $131,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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...

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Icon Wealth Partners, LLC Salesforce, Inc. Transaction History