A detailed history of Integrated Wealth Concepts LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 18,780 shares of CRM stock, worth $6.47 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,780
Previous 20,766 9.56%
Holding current value
$6.47 Million
Previous $5.34 Million 3.71%
% of portfolio
0.07%
Previous 0.08%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$238.42 - $276.53 $473,502 - $549,188
-1,986 Reduced 9.56%
18,780 $5.14 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $506,873 - $708,520
-2,325 Reduced 10.07%
20,766 $5.34 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $652,912 - $823,888
2,600 Added 12.69%
23,091 $6.95 Million
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $59,071 - $80,442
-301 Reduced 1.45%
20,491 $5.39 Million
Q3 2023

Nov 15, 2023

BUY
$202.49 - $234.37 $11,744 - $13,593
58 Added 0.28%
20,792 $4.22 Million
Q2 2023

Aug 15, 2023

BUY
$188.89 - $223.38 $976,372 - $1.15 Million
5,169 Added 33.21%
20,734 $4.38 Million
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $649,062 - $961,940
4,815 Added 44.79%
15,565 $3.11 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $927,599 - $1.2 Million
-7,235 Reduced 40.23%
10,750 $1.43 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $320,907 - $426,723
-2,231 Reduced 11.04%
17,985 $2.59 Million
Q2 2022

Aug 08, 2022

BUY
$155.6 - $218.85 $647,762 - $911,072
4,163 Added 25.93%
20,216 $3.34 Million
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $246,177 - $330,054
-1,292 Reduced 7.45%
16,053 $3.41 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $66,993 - $83,999
271 Added 1.59%
17,345 $4.41 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $911,716 - $1.1 Million
3,838 Added 29.0%
17,074 $4.63 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $130,534 - $152,681
620 Added 4.91%
13,236 $3.23 Million
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $1.29 Million - $1.56 Million
6,278 Added 99.05%
12,616 $2.67 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $198,135 - $240,363
900 Added 16.55%
6,338 $1.41 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $84,407 - $127,968
455 Added 9.13%
5,438 $1.37 Million
Q2 2020

Jul 30, 2020

BUY
$134.06 - $191.65 $130,038 - $185,900
970 Added 24.17%
4,983 $933,000
Q1 2020

May 18, 2020

BUY
$124.3 - $193.36 $102,547 - $159,522
825 Added 25.88%
4,013 $578,000
Q4 2019

Feb 20, 2020

BUY
$142.33 - $164.98 $91,375 - $105,917
642 Added 25.22%
3,188 $518,000
Q3 2019

Nov 15, 2019

SELL
$139.72 - $159.97 $16,347 - $18,716
-117 Reduced 4.39%
2,546 $378,000
Q2 2019

Aug 15, 2019

BUY
$145.1 - $165.96 $88,801 - $101,567
612 Added 29.84%
2,663 $406,000
Q1 2019

May 15, 2019

SELL
$130.4 - $166.95 $13,952 - $17,863
-107 Reduced 4.96%
2,051 $325,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $56,956 - $75,453
472 Added 28.0%
2,158 $296,000
Q3 2018

Nov 13, 2018

BUY
$137.15 - $160.43 $24,687 - $28,877
180 Added 11.95%
1,686 $270,000
Q2 2018

Jul 27, 2018

BUY
$115.3 - $139.8 $173,641 - $210,538
1,506 New
1,506 $211,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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