Icon Wealth Advisors, LLC Salesforce, Inc. Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 10,777 shares of CRM stock, worth $3.22 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,777
Previous 21,591
50.09%
Holding current value
$3.22 Million
Previous $6.5 Million
57.4%
% of portfolio
0.24%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding CRM
# of Institutions
2,909Shares Held
750MCall Options Held
15.7MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$25.8 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$22.3 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$14.4 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$7.22 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.5MShares$5.84 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $299B
- 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...