Icon Wealth Advisors, LLC Salesforce, Inc. Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 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 3,035 shares of CRM stock, worth $935,751. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,035
Previous 2,769
9.61%
Holding current value
$935,751
Previous $757,000
33.95%
% of portfolio
0.09%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding CRM
# of Institutions
3,412Shares Held
754MCall Options Held
18.6MPut Options Held
19.3M-
Vanguard Group Inc Valley Forge, PA86.5MShares$26.7 Billion0.52% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$23 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.9MShares$15.1 Billion0.66% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.1MShares$7.44 Billion1.73% of portfolio
-
Geode Capital Management, LLC Boston, MA20MShares$6.15 Billion0.53% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $308B
- 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...