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MONECO Advisors’s Salesforce CRM Stock Holding History

MONECO Advisors’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 		$652K Sell
4,164
-15
-0.4% -$2.64K 0.04% 326
2026
Q1 		$780K Sell
4,179
-497
-11% -$103K 0.06% 238
2025
Q4 		$1.24M Buy
4,676
+187
+4% +$46.5K 0.1% 184
2025
Q3 		$1.06M Sell
4,489
-35
-0.8% -$8.83K 0.09% 196
2025
Q2 		$1.23M Sell
4,524
-543
-11% -$145K 0.11% 173
2025
Q1 		$1.36M Buy
5,067
+504
+11% +$157K 0.14% 150
2024
Q4 		$1.53M Sell
4,563
-55
-1% -$17.6K 0.16% 135
2024
Q3 		$1.26M Buy
4,618
+469
+11% +$120K 0.16% 135
2024
Q2 		$1.07M Buy
4,149
+1,490
+56% +$399K 0.16% 143
2024
Q1 		$801K Buy
2,659
+255
+11% +$73.6K 0.13% 177
2023
Q4 		$633K Buy
2,404
+731
+44% +$165K 0.12% 188
2023
Q3 		$339K Buy
1,673
+25
+2% +$5.4K 0.09% 231
2023
Q2 		$348K Sell
1,648
-32
-2% -$6.53K 0.09% 228
2023
Q1 		$336K Buy
1,680
+102
+6% +$17.2K 0.1% 225
2022
Q4 		$209K Buy
1,578
+17
+1% +$2.48K 0.08% 252
2022
Q3 		$225K Sell
1,561
-76
-5% -$12.9K 0.09% 221
2022
Q2 		$270K Buy
1,637
+157
+11% +$27.7K 0.1% 191
2022
Q1 		$314K Buy
1,480
+31
+2% +$6.67K 0.12% 174
2021
Q4 		$308K Buy
1,449
+105
+8% +$29.5K 0.12% 178
2021
Q3 		$365K Buy
1,344
+30
+2% +$7.62K 0.14% 151
2021
Q2 		$321K Buy
1,314
+17
+1% +$3.92K 0.15% 150
2021
Q1 		$275K Buy
+1,297
New +$289K 0.13% 154

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 $3.37T AUM 44.26% 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

MONECO Advisors's CRM Position: Q2 2026 in Review

MONECO Advisors reduced its Salesforce (CRM) stake by 0.36% in Q2 2026, selling an estimated $2.64K and leaving 4,164 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #326.

MONECO Advisors first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.53M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MONECO Advisors held 4,164 shares of Salesforce worth $652K as of Q2 2026.
  • MONECO Advisors sold 15 Salesforce shares in Q2 2026, an estimated $2.64K.
  • Salesforce made up 0.04% of MONECO Advisors's portfolio in Q2 2026, its #326 holding.
  • MONECO Advisors first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • MONECO Advisors's Salesforce position peaked at $1.53M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.