A detailed history of Moneco Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Moneco Advisors, LLC holds 4,618 shares of CRM stock, worth $1.58 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,618
Previous 4,149 11.3%
Holding current value
$1.58 Million
Previous $1.07 Million 18.48%
% of portfolio
0.16%
Previous 0.16%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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