Leonard Rickey Investment Advisors P.L.L.C. Salesforce, Inc. Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $494 Million
- Q2 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Salesforce, Inc. stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 997 shares of CRM stock, worth $246,747. This represents 0.05% of its overall portfolio holdings.
Number of Shares
997
Previous 983
1.42%
Holding current value
$246,747
Previous $263,000
3.04%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding CRM
# of Institutions
3,398Shares Held
764MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$21.8 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$18.5 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$12 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.72 Billion0.49% of portfolio
-
Capital Research Global Investors Los Angeles, CA20.8MShares$5.14 Billion1.27% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $247B
- 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...