A detailed history of Independent Solutions Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 2,140 shares of CRM stock, worth $684,800. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,140
Previous 1,995 7.27%
Holding current value
$684,800
Previous $513 Million 14.2%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Dec 19, 2024

BUY
$238.42 - $276.53 $34,570 - $40,096
145 Added 7.27%
2,140 $586 Million
Q2 2024

Dec 19, 2024

SELL
$218.01 - $304.74 $1.21 Million - $1.69 Million
-5,555 Reduced 73.58%
1,995 $513 Million
Q1 2024

Dec 19, 2024

SELL
$251.12 - $316.88 $67,049 - $84,606
-267 Reduced 3.42%
7,550 $2.27 Billion
Q4 2023

Dec 19, 2024

BUY
$196.25 - $267.25 $263,367 - $358,649
1,342 Added 20.73%
7,817 $2.06 Billion
Q3 2023

Dec 19, 2024

BUY
$202.49 - $234.37 $1.09 Million - $1.27 Million
5,403 Added 504.01%
6,475 $1.31 Billion
Q2 2023

Dec 19, 2024

BUY
$188.89 - $223.38 $202,490 - $239,463
1,072 New
1,072 $226 Million
Q2 2022

Dec 19, 2024

SELL
$155.6 - $218.85 $374,218 - $526,334
-2,405 Closed
0 $0
Q1 2022

Dec 19, 2024

BUY
$190.54 - $255.46 $23,436 - $31,421
123 Added 5.39%
2,405 $511 Million
Q4 2021

Dec 19, 2024

BUY
$247.21 - $309.96 $58,341 - $73,150
236 Added 11.53%
2,282 $580 Million
Q3 2021

Dec 19, 2024

BUY
$237.55 - $285.63 $63,663 - $76,548
268 Added 15.07%
2,046 $555 Million
Q2 2021

Dec 19, 2024

BUY
$210.54 - $246.26 $144,430 - $168,934
686 Added 62.82%
1,778 $434 Million
Q1 2021

Dec 19, 2024

SELL
$205.33 - $248.59 $16,426 - $19,887
-80 Reduced 6.83%
1,092 $231 Million
Q4 2020

Dec 19, 2024

BUY
$220.15 - $267.07 $41,168 - $49,942
187 Added 18.98%
1,172 $261 Million
Q3 2020

Dec 19, 2024

SELL
$185.51 - $281.25 $112,048 - $169,875
-604 Reduced 38.01%
985 $248 Million
Q4 2019

Dec 13, 2024

BUY
$142.33 - $164.98 $226,162 - $262,153
1,589 New
1,589 $258 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 $320B
  • 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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