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Moneta Group Investment Advisors’s Salesforce CRM Stock Holding History

Moneta Group Investment 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
Q1 		$1.8M Buy
9,628
+664
+7% +$138K 0.01% 278
2025
Q4 		$2.37M Sell
8,964
-905
-9% -$225K 0.02% 251
2025
Q3 		$2.34M Sell
9,869
-190
-2% -$47.9K 0.02% 250
2025
Q2 		$2.74M Buy
10,059
+1,004
+11% +$268K 0.03% 194
2025
Q1 		$2.43M Sell
9,055
-877
-9% -$273K 0.03% 188
2024
Q4 		$3.32M Buy
9,932
+636
+7% +$203K 0.05% 157
2024
Q3 		$2.54M Sell
9,296
-304
-3% -$77.9K 0.04% 179
2024
Q2 		$2.47M Buy
9,600
+1,076
+13% +$288K 0.04% 174
2024
Q1 		$2.57M Sell
8,524
-64
-0.7% -$18.5K 0.04% 170
2023
Q4 		$2.26M Buy
8,588
+556
+7% +$126K 0.04% 160
2023
Q3 		$1.63M Buy
8,032
+511
+7% +$110K 0.04% 180
2023
Q2 		$1.59M Sell
7,521
-2,131
-22% -$435K 0.04% 190
2023
Q1 		$1.93M Buy
9,652
+3,272
+51% +$553K 0.05% 162
2022
Q4 		$1.07M Sell
6,380
-1,775
-22% -$259K 0.03% 199
2022
Q3 		$1.17M Sell
8,155
-909
-10% -$154K 0.04% 179
2022
Q2 		$1.5M Buy
9,064
+944
+12% +$167K 0.05% 167
2022
Q1 		$1.72M Sell
8,120
-899
-10% -$193K 0.07% 149
2021
Q4 		$2.29M Buy
9,019
+203
+2% +$57K 0.09% 128
2021
Q3 		$2.39M Sell
8,816
-31
-0.4% -$7.87K 0.11% 116
2021
Q2 		$2.16M Buy
8,847
+1,871
+27% +$431K 0.1% 129
2021
Q1 		$1.48M Buy
+6,976
New +$1.55M 0.08% 145
2018
Q3 		– Sell
-599
Closed -$82K – 264
2018
Q2 		$82K Buy
599
+499
+499% +$63.7K 0.01% 293
2018
Q1 		$12K Buy
100
+93
+1,329% +$10.7K ﹤0.01% 444
2017
Q4 		$1K Buy
+7
New +$713 ﹤0.01% 413

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

Moneta Group Investment Advisors's CRM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Salesforce (CRM) stake by 7.4% in Q1 2026, buying an estimated $138K and bringing the position to 9,628 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #278.

Moneta Group Investment Advisors first reported a position in CRM in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.32M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Moneta Group Investment Advisors held 9,628 shares of Salesforce worth $1.8M as of Q1 2026.
  • Moneta Group Investment Advisors bought 664 Salesforce shares in Q1 2026, an estimated $138K.
  • Salesforce made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #278 holding.
  • Moneta Group Investment Advisors first reported a position in Salesforce in Q4 2017 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Salesforce position peaked at $3.32M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.