Integrated Wealth Concepts LLC Salesforce, Inc. Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 25,876 shares of CRM stock, worth $6.21 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
25,876
Previous 22,935
12.82%
Holding current value
$6.21 Million
Previous $6.15 Million
14.66%
% of portfolio
0.08%
Previous 0.08%
Shares
29 transactions
Others Institutions Holding CRM
# of Institutions
3,351Shares Held
768MCall Options Held
18.8MPut Options Held
18.2M-
Vanguard Group Inc Valley Forge, PA89.6MShares$21.5 Billion0.33% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$11.8 Billion0.52% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.01 Billion0.41% of portfolio
-
Morgan Stanley New York, NY20.5MShares$4.91 Billion0.38% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $240B
- 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...