Moneta Group Investment Advisors LLC Salesforce, Inc. Transaction History
Moneta Group Investment Advisors LLC
- $8.23 Billion
- Q2 2025
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 10,059 shares of CRM stock, worth $2.57 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,059
Previous 9,055
11.09%
Holding current value
$2.57 Million
Previous $2.43 Million
12.89%
% of portfolio
0.03%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding CRM
# of Institutions
3,384Shares Held
778MCall Options Held
18.8MPut Options Held
18.3M-
Vanguard Group Inc Valley Forge, PA88.8MShares$22.7 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$19.1 Billion0.44% of portfolio
-
State Street Corp Boston, MA49.3MShares$12.6 Billion0.52% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.91 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.33 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $255B
- 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...