A detailed history of Iron Oak Wealth Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Iron Oak Wealth Llc. holds 7,543 shares of CRM stock, worth $1.86 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
7,543
Previous 3,797 98.66%
Holding current value
$1.86 Million
Previous $1.27 Billion 62.09%
% of portfolio
2.0%
Previous 1.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
$236.26 - $291.15 $885,029 - $1.09 Million
3,746 Added 98.66%
7,543 $2.06 Billion
Q4 2024

Mar 06, 2025

BUY
$270.87 - $367.87 $1.03 Million - $1.4 Million
3,797 New
3,797 $1.27 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $246B
  • 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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