Bank of Montreal’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $178M | Sell |
951,843
-194,267
| -17% | -$40.2M | 0.07% | 238 |
|
|
2025
Q4 | $304M | Buy |
1,146,110
+87,079
| +8% | +$21.6M | 0.11% | 153 |
|
|
2025
Q3 | $251M | Sell |
1,059,031
-352,348
| -25% | -$88.9M | 0.1% | 158 |
|
|
2025
Q2 | $385M | Sell |
1,411,379
-42,516
| -3% | -$11.4M | 0.18% | 92 |
|
|
2025
Q1 | $390M | Sell |
1,453,895
-183,493
| -11% | -$57.1M | 0.19% | 95 |
|
|
2024
Q4 | $547M | Sell |
1,637,388
-54,105
| -3% | -$17.3M | 0.26% | 78 |
|
|
2024
Q3 | $468M | Sell |
1,691,493
-280,840
| -14% | -$71.9M | 0.21% | 91 |
|
|
2024
Q2 | $508M | Buy |
1,972,333
+183,809
| +10% | +$49.2M | 0.15% | 85 |
|
|
2024
Q1 | $553M | Sell |
1,788,524
-1,043,897
| -37% | -$301M | 0.17% | 77 |
|
|
2023
Q4 | $753M | Buy |
2,832,421
+589,803
| +26% | +$133M | 0.23% | 60 |
|
|
2023
Q3 | $502M | Buy |
2,242,618
+2,791
| +0.1% | +$603K | 0.17% | 76 |
|
|
2023
Q2 | $476M | Buy |
2,239,827
+875,476
| +64% | +$179M | 0.16% | 77 |
|
|
2023
Q1 | $273M | Sell |
1,364,351
-318,790
| -19% | -$53.8M | 0.11% | 111 |
|
|
2022
Q4 | $278M | Buy |
1,683,141
+83,062
| +5% | +$12.1M | 0.12% | 111 |
|
|
2022
Q3 | $264K | Sell |
1,600,079
-407,527
| -20% | -$69.1M | 0.11% | 115 |
|
|
2022
Q2 | $381K | Sell |
2,007,606
-194,096
| -9% | -$34.3M | 0.18% | 95 |
|
|
2022
Q1 | $480M | Sell |
2,201,702
-141,580
| -6% | -$30.5M | 0.23% | 85 |
|
|
2021
Q4 | $624M | Sell |
2,343,282
-311,493
| -12% | -$87.5M | 0.33% | 66 |
|
|
2021
Q3 | $752M | Buy |
2,654,775
+583,070
| +28% | +$148M | 0.34% | 60 |
|
|
2021
Q2 | $510M | Buy |
2,071,705
+418,749
| +25% | +$96.5M | 0.25% | 80 |
|
|
2021
Q1 | $371M | Sell |
1,652,956
-35,876
| -2% | -$7.99M | 0.24% | 83 |
|
|
2020
Q4 | $369M | Sell |
1,688,832
-103,448
| -6% | -$25.2M | 0.24% | 91 |
|
|
2020
Q3 | $448M | Buy |
1,792,280
+86,704
| +5% | +$19M | 0.37% | 58 |
|
|
2020
Q2 | $342M | Buy |
1,705,576
+156,954
| +10% | +$26.4M | 0.31% | 69 |
|
|
2020
Q1 | $208M | Sell |
1,548,622
-41,886
| -3% | -$7.18M | 0.24% | 85 |
|
|
2019
Q4 | $259M | Buy |
1,590,508
+365,373
| +30% | +$57.3M | 0.19% | 100 |
|
|
2019
Q3 | $182M | Sell |
1,225,135
-413,196
| -25% | -$62.8M | 0.16% | 119 |
|
|
2019
Q2 | $249M | Sell |
1,638,331
-103,281
| -6% | -$16.2M | 0.21% | 98 |
|
|
2019
Q1 | $276M | Sell |
1,741,612
-407,542
| -19% | -$63.2M | 0.24% | 85 |
|
|
2018
Q4 | $294M | Buy |
2,149,154
+292,041
| +16% | +$40.2M | 0.28% | 76 |
|
|
2018
Q3 | $295M | Buy |
1,857,113
+722,512
| +64% | +$107M | 0.23% | 90 |
|
|
2018
Q2 | $155M | Buy |
1,134,601
+501,757
| +79% | +$64M | 0.13% | 154 |
|
|
2018
Q1 | $73.6M | Sell |
632,844
-635,462
| -50% | -$73M | 0.07% | 276 |
|
|
2017
Q4 | $130M | Buy |
1,268,306
+110,350
| +10% | +$11.2M | 0.11% | 181 |
|
|
2017
Q3 | $108M | Buy |
1,157,956
+694,679
| +150% | +$63.9M | 0.1% | 186 |
|
|
2017
Q2 | $40.1M | Sell |
463,277
-83,306
| -15% | -$7.25M | 0.04% | 395 |
|
|
2017
Q1 | $45.1M | Buy |
546,583
+142,223
| +35% | +$11.4M | 0.04% | 344 |
|
|
2016
Q4 | $29.1M | Sell |
404,360
-133,969
| -25% | -$9.72M | 0.03% | 431 |
|
|
2016
Q3 | $38.4M | Buy |
538,329
+140,493
| +35% | +$11M | 0.04% | 348 |
|
|
2016
Q2 | $31.6M | Buy |
397,836
+22,278
| +6% | +$1.75M | 0.04% | 406 |
|
|
2016
Q1 | $27.7M | Buy |
375,558
+15,447
| +4% | +$1.06M | 0.03% | 394 |
|
|
2015
Q4 | $28.2M | Sell |
360,111
-183,948
| -34% | -$14.4M | 0.03% | 376 |
|
|
2015
Q3 | $37.8M | Buy |
544,059
+225,444
| +71% | +$16M | 0.05% | 297 |
|
|
2015
Q2 | $22.2M | Buy |
318,615
+38,599
| +14% | +$2.75M | 0.03% | 486 |
|
|
2015
Q1 | $18.7M | Sell |
280,016
-173,172
| -38% | -$10.7M | 0.02% | 535 |
|
|
2014
Q4 | $26.9M | Sell |
453,188
-545,488
| -55% | -$32.2M | 0.03% | 399 |
|
|
2014
Q3 | $57.5M | Buy |
998,676
+123,215
| +14% | +$6.94M | 0.07% | 258 |
|
|
2014
Q2 | $50.8M | Buy |
875,461
+254,678
| +41% | +$13.8M | 0.06% | 260 |
|
|
2014
Q1 | $35.4M | Buy |
620,783
+212,240
| +52% | +$12.7M | 0.05% | 289 |
|
|
2013
Q4 | $22.5M | Buy |
408,543
+266,503
| +188% | +$14.3M | 0.03% | 353 |
|
|
2013
Q3 | $7.37M | Sell |
142,040
-110,744
| -44% | -$5.03M | 0.01% | 625 |
|
|
2013
Q2 | $9.65M | Buy |
+252,784
| New | +$10.4M | 0.02% | 505 |
|
Other funds holding CRM
VCM
VPM
Bank of Montreal's CRM Position: Q1 2026 in Review
Bank of Montreal reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $40.2M and leaving 951,843 shares worth $178M. The position accounts for 0.07% of the portfolio, ranked #238.
Bank of Montreal first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $753M in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Bank of Montreal held 951,843 shares of Salesforce worth $178M as of Q1 2026.
- Bank of Montreal sold 194,267 Salesforce shares in Q1 2026, an estimated $40.2M.
- Salesforce made up 0.07% of Bank of Montreal's portfolio in Q1 2026, its #238 holding.
- Bank of Montreal first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Salesforce position peaked at $753M in Q4 2023.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.