A detailed history of Ivc Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,741 shares of CRM stock, worth $541,067. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,741
Previous 2,266 23.17%
Holding current value
$541,067
Previous $582,000 18.21%
% of portfolio
0.26%
Previous 0.33%

Shares

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

Oct 24, 2024

SELL
$238.42 - $276.53 $125,170 - $145,178
-525 Reduced 23.17%
1,741 $476,000
Q2 2024

Jul 16, 2024

BUY
$218.01 - $304.74 $4,578 - $6,399
21 Added 0.94%
2,266 $582,000
Q1 2024

Apr 19, 2024

SELL
$251.12 - $316.88 $11,802 - $14,893
-47 Reduced 2.05%
2,245 $676,000
Q4 2023

Jan 10, 2024

SELL
$196.25 - $267.25 $196 - $267
-1 Reduced 0.04%
2,292 $603,000
Q3 2023

Oct 05, 2023

SELL
$202.49 - $234.37 $2,024 - $2,343
-10 Reduced 0.43%
2,293 $464,000
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $35,889 - $42,442
-190 Reduced 7.62%
2,303 $486,000
Q1 2023

Apr 13, 2023

SELL
$134.8 - $199.78 $1,213 - $1,798
-9 Reduced 0.36%
2,493 $498,000
Q4 2022

Jan 17, 2023

SELL
$128.21 - $165.27 $14,744 - $19,006
-115 Reduced 4.39%
2,502 $0
Q3 2022

Oct 12, 2022

BUY
$143.84 - $191.27 $9,205 - $12,241
64 Added 2.51%
2,617 $376,000
Q2 2022

Jul 11, 2022

BUY
$155.6 - $218.85 $49,014 - $68,937
315 Added 14.08%
2,553 $421,000
Q1 2022

Apr 27, 2022

BUY
$190.54 - $255.46 $84,599 - $113,424
444 Added 24.75%
2,238 $475,000
Q4 2021

Jan 13, 2022

BUY
$247.21 - $309.96 $28,923 - $36,265
117 Added 6.98%
1,794 $456,000
Q3 2021

Oct 08, 2021

BUY
$237.55 - $285.63 $398,371 - $479,001
1,677 New
1,677 $455,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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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