Monarch Capital Management’s Salesforce CRM Stock Holding History

Monarch Capital Management’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
2026 Q2	$2.04M	Buy	13,029 +2,325	+22%	+$409K	0.47%	57
2026 Q1	$2M	Buy	10,704 +5,213	+95%	+$1.08M	0.49%	59
2025 Q4	$1.46M	Buy	5,491 +3,732	+212%	+$927K	0.36%	65
2025 Q3	$418K	Buy	+1,759	New	+$444K	0.1%	101
2025 Q1	–	Sell	-650	Closed	-$218K	–	116
2024 Q4	$218K	Buy	+650	New	+$207K	0.06%	111
2024 Q2	–	Sell	-683	Closed	-$206K	–	115
2024 Q1	$206K	Buy	+683	New	+$197K	0.06%	113

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Monarch Capital Management's CRM Position: Q2 2026 in Review

Monarch Capital Management increased its Salesforce (CRM) stake by 22% in Q2 2026, buying an estimated $409K and bringing the position to 13,029 shares worth $2.04M. The position accounts for 0.47% of the portfolio, ranked #57.

Monarch Capital Management first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Monarch Capital Management held 13,029 shares of Salesforce worth $2.04M as of Q2 2026.
Monarch Capital Management bought 2,325 Salesforce shares in Q2 2026, an estimated $409K.
Salesforce made up 0.47% of Monarch Capital Management's portfolio in Q2 2026, its #57 holding.
Monarch Capital Management first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.