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 1,006 shares of CRM stock, worth $335,883. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,006
Previous 927 8.52%
Holding current value
$335,883
Previous $253,000 32.81%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$270.87 - $367.87 $21,398 - $29,061
79 Added 8.52%
1,006 $336,000
Q3 2024

Oct 15, 2024

BUY
$238.42 - $276.53 $35,524 - $41,202
149 Added 19.15%
927 $253,000
Q2 2024

Jul 24, 2024

BUY
$218.01 - $304.74 $169,611 - $237,087
778 New
778 $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 $334B
  • 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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