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
2025
Q1 		– Sell
-12,800
Closed -$4.28M – 3529
2024
Q4 		$4.28M Hold
12,800
– – ﹤0.01% 1273
2024
Q3 		$3.54M Sell
12,800
-6,700
-34% -$1.72M ﹤0.01% 1464
2024
Q2 		$5.02M Hold
19,500
– – ﹤0.01% 1259
2024
Q1 		$6.03M Sell
19,500
-121,300
-86% -$35M ﹤0.01% 1146
2023
Q4 		$37.5M Buy
140,800
+6,700
+5% +$1.52M 0.01% 574
2023
Q3 		$30M Buy
134,100
+47,000
+54% +$10.2M 0.01% 580
2023
Q2 		$18.5M Sell
87,100
-35,000
-29% -$7.14M 0.01% 772
2023
Q1 		$24.4M Buy
122,100
+116,000
+1,902% +$19.6M 0.01% 613
2022
Q4 		$1.01M Sell
6,100
-76,400
-93% -$11.1M ﹤0.01% 2177
2022
Q3 		$13.6K Sell
82,500
-171,800
-68% -$29.1M 0.01% 843
2022
Q2 		$48.3K Sell
254,300
-263,900
-51% -$46.6M 0.02% 422
2022
Q1 		$113M Buy
518,200
+436,000
+530% +$93.8M 0.05% 244
2021
Q4 		$21.9M Sell
82,200
-351,200
-81% -$98.7M 0.01% 713
2021
Q3 		$123M Buy
433,400
+383,400
+767% +$97.4M 0.06% 285
2021
Q2 		$12.3M Sell
50,000
-50,000
-50% -$11.5M 0.01% 1159
2021
Q1 		$22.4M Buy
100,000
+75,100
+302% +$16.7M 0.01% 651
2020
Q4 		$5.43M Sell
24,900
-350,000
-93% -$85.1M ﹤0.01% 1334
2020
Q3 		$93.8M Buy
374,900
+339,700
+965% +$74.4M 0.08% 215
2020
Q2 		$7.07M Sell
35,200
-36,400
-51% -$6.13M 0.01% 1019
2020
Q1 		$9.62M Buy
71,600
+35,200
+97% +$6.04M 0.01% 720
2019
Q4 		$5.92M Sell
36,400
-89,800
-71% -$14.1M ﹤0.01% 1253
2019
Q3 		$18.7M Buy
+126,200
New +$19.2M 0.02% 649
2019
Q1 		– Sell
-110,000
Closed -$15.1M – 4385
2018
Q4 		$15.1M Buy
+110,000
New +$15.1M 0.01% 647
2015
Q2 		– Sell
-34
Closed -$2K – 3947
2015
Q1 		$2K Buy
+34
New +$2.11K ﹤0.01% 3768
2013
Q4 		– Sell
-50,000
Closed -$2.6M – 3743
2013
Q3 		$2.6M Buy
+50,000
New +$2.27M ﹤0.01% 1047

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 2,673 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.
  • 2,673 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.