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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
Q2 		$1.4M Sell
8,906
-722
-7% -$127K 0.01% 343
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 $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

Moneta Group Investment Advisors's CRM Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Salesforce (CRM) stake by 7.5% in Q2 2026, selling an estimated $127K and leaving 8,906 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #343.

Moneta Group Investment Advisors first reported a position in CRM in Q4 2017 and has held it in 25 quarters since. The position peaked at $3.32M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Moneta Group Investment Advisors held 8,906 shares of Salesforce worth $1.4M as of Q2 2026.
  • Moneta Group Investment Advisors sold 722 Salesforce shares in Q2 2026, an estimated $127K.
  • Salesforce made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • Moneta Group Investment Advisors first reported a position in Salesforce in Q4 2017 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's Salesforce position peaked at $3.32M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.