Bank of Montreal
CRM icon

Bank of Montreal’s Salesforce CRM Stock Holding History

Bank of Montreal’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,800
Closed -$2.16M – 3578
2024
Q3 		$2.16M Buy
7,800
+6,800
+680% +$1.74M ﹤0.01% 1674
2024
Q2 		$257K Hold
1,000
– – ﹤0.01% 2838
2024
Q1 		$309K Sell
1,000
-524,300
-100% -$151M ﹤0.01% 2762
2023
Q4 		$140M Buy
525,300
+491,500
+1,454% +$111M 0.04% 240
2023
Q3 		$7.57M Buy
33,800
+16,000
+90% +$3.46M ﹤0.01% 1112
2023
Q2 		$3.78M Sell
17,800
-32,200
-64% -$6.57M ﹤0.01% 1468
2023
Q1 		$10M Buy
50,000
+46,200
+1,216% +$7.8M ﹤0.01% 947
2022
Q4 		$627K Sell
3,800
-100
-3% -$14.6K ﹤0.01% 2481
2022
Q3 		$644K Sell
3,900
-9,100
-70% -$1.54M ﹤0.01% 2427
2022
Q2 		$2.47M Buy
+13,000
New +$2.3M ﹤0.01% 1796
2021
Q1 		– Sell
-5,200
Closed -$1.14M – 5106
2020
Q4 		$1.14M Hold
5,200
– – ﹤0.01% 2157
2020
Q3 		$1.3M Hold
5,200
– – ﹤0.01% 1848
2020
Q2 		$1.04M Sell
5,200
-8,500
-62% -$1.43M ﹤0.01% 1904
2020
Q1 		$1.84M Buy
13,700
+7,700
+128% +$1.32M ﹤0.01% 1458
2019
Q4 		$976K Sell
6,000
-95,900
-94% -$15M ﹤0.01% 2289
2019
Q3 		$15.1M Buy
101,900
+85,400
+518% +$13M 0.01% 716
2019
Q2 		$2.5M Buy
16,500
+4,800
+41% +$752K ﹤0.01% 1538
2019
Q1 		$1.85M Buy
11,700
+11,000
+1,571% +$1.7M ﹤0.01% 1723
2018
Q4 		$96K Buy
+700
New +$96.3K ﹤0.01% 2967
2017
Q2 		– Sell
-10,000
Closed -$825K – 4159
2017
Q1 		$825K Buy
+10,000
New +$799K ﹤0.01% 1925

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal's CRM Position: Q2 2026 in Review

Bank of Montreal reduced its Salesforce (CRM) stake by 2.5% in Q2 2026, selling an estimated $4.14M and leaving 928,327 shares worth $145M. The position accounts for 0.05% of the portfolio, ranked #311.

Bank of Montreal first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $753M in Q4 2023. 2,493 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bank of Montreal held 928,327 shares of Salesforce worth $145M as of Q2 2026.
  • Bank of Montreal sold 23,516 Salesforce shares in Q2 2026, an estimated $4.14M.
  • Salesforce made up 0.05% of Bank of Montreal's portfolio in Q2 2026, its #311 holding.
  • Bank of Montreal first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Salesforce position peaked at $753M in Q4 2023.
  • 2,493 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.