A detailed history of Moloney Securities Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 6,263 shares of CRM stock, worth $2.14 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,263
Previous 5,073 23.46%
Holding current value
$2.14 Million
Previous $1.3 Million 31.44%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $283,719 - $329,070
1,190 Added 23.46%
6,263 $1.71 Million
Q2 2024

Jul 30, 2024

SELL
$218.01 - $304.74 $76,303 - $106,659
-350 Reduced 6.45%
5,073 $1.3 Million
Q1 2024

May 01, 2024

SELL
$251.12 - $316.88 $2,008 - $2,535
-8 Reduced 0.15%
5,423 $1.63 Million
Q4 2023

Jan 30, 2024

BUY
$196.25 - $267.25 $177,213 - $241,326
903 Added 19.94%
5,431 $1.43 Million
Q3 2023

Oct 31, 2023

BUY
$202.49 - $234.37 $90,715 - $104,997
448 Added 10.98%
4,528 $918,000
Q2 2023

Jul 31, 2023

BUY
$188.89 - $223.38 $21,911 - $25,912
116 Added 2.93%
4,080 $861,000
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $216,488 - $320,846
-1,606 Reduced 28.83%
3,964 $791,000
Q4 2022

Jan 30, 2023

BUY
$128.21 - $165.27 $274,754 - $354,173
2,143 Added 62.53%
5,570 $738,000
Q3 2022

Oct 31, 2022

SELL
$143.84 - $191.27 $38,405 - $51,069
-267 Reduced 7.23%
3,427 $493,000
Q2 2022

Aug 03, 2022

SELL
$155.6 - $218.85 $138,017 - $194,119
-887 Reduced 19.36%
3,694 $610,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $209,022 - $280,239
1,097 Added 31.49%
4,581 $973,000
Q4 2021

Jan 28, 2022

SELL
$247.21 - $309.96 $850,649 - $1.07 Million
-3,441 Reduced 49.69%
3,484 $885,000
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $75,540 - $90,830
318 Added 4.81%
6,925 $1.88 Million
Q2 2021

Jul 26, 2021

BUY
$210.54 - $246.26 $416,869 - $487,594
1,980 Added 42.79%
6,607 $1.61 Million
Q1 2021

Apr 28, 2021

BUY
$205.33 - $248.59 $338,794 - $410,173
1,650 Added 55.42%
4,627 $980,000
Q4 2020

Feb 08, 2021

BUY
$220.15 - $267.07 $109,194 - $132,466
496 Added 19.99%
2,977 $662,000
Q3 2020

Oct 20, 2020

BUY
$185.51 - $281.25 $460,250 - $697,781
2,481 New
2,481 $624,000

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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