A detailed history of Moneta Group Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,588 shares of CRM stock, worth $2.26 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,588
Previous 8,032 6.92%
Holding current value
$2.26 Million
Previous $1.63 Million 38.76%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

BUY
$196.25 - $267.25 $109,115 - $148,591
556 Added 6.92%
8,588 $2.26 Million
Q3 2023

Nov 15, 2023

BUY
$202.49 - $234.37 $103,472 - $119,763
511 Added 6.79%
8,032 $1.63 Million
Q2 2023

Aug 15, 2023

SELL
$188.89 - $223.38 $402,524 - $476,022
-2,131 Reduced 22.08%
7,521 $1.59 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $441,065 - $653,680
3,272 Added 51.29%
9,652 $1.93 Million
Q4 2022

Feb 16, 2023

SELL
$128.21 - $165.27 $497,454 - $641,247
-3,880 Reduced 37.82%
6,380 $846,000
Q4 2022

Feb 16, 2023

SELL
$128.21 - $165.27 $1.31 Billion - $1.69 Billion
-10,250,152 Reduced 99.9%
10,260 $1.36 Million
Q4 2022

Feb 15, 2023

BUY
$128.21 - $165.27 $1.31 Billion - $1.69 Billion
10,252,257 Added 125717.44%
10,260,412 $1.36 Billion
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $130,750 - $173,864
-909 Reduced 10.03%
8,155 $1.17 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $146,886 - $206,594
944 Added 11.63%
9,064 $1.5 Million
Q1 2022

May 11, 2022

SELL
$190.54 - $255.46 $171,295 - $229,658
-899 Reduced 9.97%
8,120 $1.72 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $50,183 - $62,921
203 Added 2.3%
9,019 $2.29 Million
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $7,364 - $8,854
-31 Reduced 0.35%
8,816 $2.39 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $393,920 - $460,752
1,871 Added 26.82%
8,847 $2.16 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $1.43 Million - $1.73 Million
6,976 New
6,976 $1.48 Million
Q3 2018

Nov 13, 2018

SELL
$137.15 - $160.43 $82,152 - $96,097
-599 Closed
0 $0
Q2 2018

Aug 15, 2018

SELL
$115.3 - $139.8 $3.9 Million - $4.73 Million
-33,850 Reduced 98.26%
599 $82,000
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $3.96 Million - $4.8 Million
34,349 Added 34349.0%
34,449 $85,000
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $9,674 - $11,903
93 Added 1328.57%
100 $12,000
Q4 2017

Feb 13, 2018

BUY
$93.94 - $108.8 $657 - $761
7
7 $1,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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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