Bank of Montreal
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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 		$644 Sell
3,900
-9,100
-70% -$1.54M ﹤0.01% 2427
2022
Q2 		$2.47K 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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. 2,677 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.
  • 2,677 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.