Moneco Advisors, LLC Salesforce, Inc. Transaction History

Moneco Advisors, LLC

$1.14 Billion
Q3 2025

A detailed history of Moneco Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Moneco Advisors, LLC holds 4,489 shares of CRM stock, worth $1.06 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,489

Previous 4,524 0.77%

Holding current value

$1.06 Million

Previous $1.23 Million 13.79%

% of portfolio

0.09%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$231.66 - $273.65 $8,108 - $9,577	-35 Reduced 0.77%	4,489 $1.06 Million
Q2 2025 Aug 13, 2025	SELL	$236.26 - $291.15 $128,289 - $158,094	-543 Reduced 10.72%	4,524 $1.23 Million
Q1 2025 Aug 15, 2025	BUY	$268.36 - $359.95 $135,253 - $181,414	504 Added 11.05%	5,067 $1.36 Million
Q1 2025 May 08, 2025	BUY	$268.36 - $359.95 $135,253 - $181,414	504 Added 11.05%	5,067 $1.36 Million
Q4 2024 Aug 15, 2025	BUY	$270.87 - $367.87 $10,563 - $14,346	39 Added 0.86%	4,563 $1.53 Million
Q4 2024 Feb 03, 2025	SELL	$270.87 - $367.87 $14,897 - $20,232	-55 Reduced 1.19%	4,563 $1.53 Million
Q3 2024 Oct 24, 2024	BUY	$238.42 - $276.53 $111,818 - $129,692	469 Added 11.3%	4,618 $1.26 Million
Q2 2024 Jul 19, 2024	BUY	$218.01 - $304.74 $324,834 - $454,062	1,490 Added 56.04%	4,149 $1.07 Million
Q1 2024 Apr 25, 2024	BUY	$251.12 - $316.88 $64,035 - $80,804	255 Added 10.61%	2,659 $800,000
Q4 2023 Mar 13, 2024	BUY	$196.25 - $267.25 $143,458 - $195,359	731 Added 43.69%	2,404 $632,000
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $143,458 - $195,359	731 Added 43.96%	2,394 $629,000
Q3 2023 Mar 13, 2024	BUY	$202.49 - $234.37 $5,062 - $5,859	25 Added 1.52%	1,673 $339,000
Q3 2023 Nov 03, 2023	BUY	$202.49 - $234.37 $5,062 - $5,859	25 Added 1.53%	1,663 $337,000
Q2 2023 Mar 13, 2024	SELL	$188.89 - $223.38 $140,911 - $166,641	-746 Reduced 31.16%	1,648 $348,000
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $7,933 - $9,381	-42 Reduced 2.5%	1,638 $346,000
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $13,749 - $20,377	102 Added 6.46%	1,680 $335,000
Q4 2022 Jan 27, 2023	BUY	$128.21 - $165.27 $2,179 - $2,809	17 Added 1.09%	1,578 $209,000
Q3 2022 Nov 01, 2022	SELL	$143.84 - $191.27 $10,931 - $14,536	-76 Reduced 4.64%	1,561 $225,000
Q2 2022 Aug 10, 2022	BUY	$155.6 - $218.85 $24,429 - $34,359	157 Added 10.61%	1,637 $270,000
Q1 2022 May 09, 2022	BUY	$190.54 - $255.46 $5,906 - $7,919	31 Added 2.14%	1,480 $314,000
Q4 2021 Feb 08, 2022	BUY	$247.21 - $309.96 $25,957 - $32,545	105 Added 7.81%	1,449 $308,000
Q3 2021 Nov 03, 2021	BUY	$237.55 - $285.63 $7,126 - $8,568	30 Added 2.28%	1,344 $365,000
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $3,579 - $4,186	17 Added 1.31%	1,314 $321,000
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $266,313 - $322,421	1,297 New	1,297 $275,000

Others Institutions Holding CRM

# of Institutions

3,310

Shares Held

766M

Call Options Held

24.6M

Put Options Held

22.1M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $237B
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...

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Moneco Advisors, LLC Salesforce, Inc. Transaction History