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 927 shares of CRM stock, worth $316,774. This represents 0.06% of its overall portfolio holdings.

Number of Shares
927
Previous 778 19.15%
Holding current value
$316,774
Previous $200,000 26.5%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $342B
  • 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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