Menard Financial Group’s Salesforce CRM Stock Holding History

Menard Financial Group’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	-50	Closed	-$16.7K	–	137
2024 Q4	$16.7K	Buy	+50	New	+$16K	0.01%	216
2022 Q2	–	Sell	-5,214	Closed	-$1.11M	–	93
2022 Q1	$1.11M	Buy	5,214 +644	+14%	+$139K	1.09%	19
2021 Q4	$1.16M	Buy	4,570 +440	+11%	+$124K	0.95%	21
2021 Q3	$1.12M	Buy	4,130 +724	+21%	+$184K	0.98%	19
2021 Q2	$832K	Buy	3,406 +503	+17%	+$116K	0.79%	28
2021 Q1	$615K	Sell	2,903 -158	-5%	-$35.2K	0.66%	40
2020 Q4	$681K	Buy	3,061 +199	+7%	+$48.4K	0.73%	34
2020 Q3	$719K	Buy	2,862 +691	+32%	+$151K	0.83%	28
2020 Q2	$407K	Buy	+2,171	New	+$366K	0.51%	44
2020 Q1	–	Sell	-1,930	Closed	-$314K	–	46
2019 Q4	$314K	Buy	+1,930	New	+$303K	0.3%	106

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Menard Financial Group's CRM Position: Q1 2025 in Review

Menard Financial Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 50 shares — an estimated $16.7K sold.

Menard Financial Group first reported a position in CRM in Q4 2019 and held it in 10 quarters. The position peaked at $1.16M in Q4 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Menard Financial Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 50 Salesforce shares in Q1 2025, an estimated $16.7K.
Menard Financial Group first reported a position in Salesforce in Q4 2019 and held it in 10 quarters.
Menard Financial Group's Salesforce position peaked at $1.16M in Q4 2021.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.