Moneta Group Investment Advisors LLC Salesforce, Inc. Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 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 9,055 shares of CRM stock, worth $2.44 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,055

Previous 9,932 8.83%

Holding current value

$2.44 Million

Previous $3.32 Million 26.84%

% of portfolio

0.03%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$268.36 - $359.95 $235,351 - $315,676	-877 Reduced 8.83%	9,055 $2.43 Million
Q4 2024 Feb 11, 2025	BUY	$270.87 - $367.87 $172,273 - $233,965	636 Added 6.84%	9,932 $3.32 Million
Q3 2024 Nov 12, 2024	SELL	$238.42 - $276.53 $72,479 - $84,065	-304 Reduced 3.17%	9,296 $2.54 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $234,578 - $327,900	1,076 Added 12.62%	9,600 $2.47 Million
Q1 2024 Aug 13, 2024	SELL	$251.12 - $316.88 $16,071 - $20,280	-64 Reduced 0.75%	8,524 $2.57 Million
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

# of Institutions

3,384

Shares Held

766M

Call Options Held

20.1M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $269B
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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Moneta Group Investment Advisors LLC Salesforce, Inc. Transaction History