A detailed history of Intrepid Financial Planning Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 953 shares of CRM stock, worth $327,498. This represents 0.11% of its overall portfolio holdings.

Number of Shares
953
Previous 953 -0.0%
Holding current value
$327,498
Previous $245,000 6.12%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $1,090 - $1,523
5 Added 0.53%
953 $245,000
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $186,045 - $253,353
948 New
948 $249,000
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $179,067 - $211,764
948 New
948 $200,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $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...
More about CRM
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.