A detailed history of Intercontinental Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 1,286 shares of CRM stock, worth $439,451. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,286
Previous 2,743 53.12%
Holding current value
$439,451
Previous $547,000 50.46%
% of portfolio
0.07%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$188.89 - $223.38 $275,212 - $325,464
-1,457 Reduced 53.12%
1,286 $271,000
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $369,756 - $547,996
2,743 New
2,743 $547,000
Q2 2021

Aug 06, 2021

SELL
$210.54 - $246.26 $210,329 - $246,013
-999 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $186,439 - $225,719
908 Added 997.8%
999 $212,000
Q3 2020

Jan 19, 2021

SELL
$185.51 - $281.25 $374,359 - $567,562
-2,018 Reduced 95.69%
91 $14,000
Q2 2020

Mar 10, 2021

BUY
$134.06 - $191.65 $282,732 - $404,189
2,109 New
2,109 $395,000
Q1 2020

Jan 19, 2021

SELL
$124.3 - $193.36 $7,333 - $11,408
-59 Closed
0 $0
Q4 2019

Feb 07, 2020

SELL
$142.33 - $164.98 $12,952 - $15,013
-91 Closed
0 $0
Q3 2019

Oct 09, 2019

BUY
$139.72 - $159.97 $12,714 - $14,557
91 New
91 $14,000
Q1 2019

May 08, 2019

SELL
$130.4 - $166.95 $34,556 - $44,241
-265 Closed
0 $0
Q4 2018

Jan 31, 2019

BUY
$120.67 - $159.86 $31,977 - $42,362
265 New
265 $36,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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