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Monetary Management Group’s Salesforce CRM Stock Holding History

Monetary Management 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
2026
Q2 		$254K Sell
1,620
-750
-32% -$132K 0.05% 196
2026
Q1 		$442K Sell
2,370
-200
-8% -$41.4K 0.11% 154
2025
Q4 		$681K Sell
2,570
-770
-23% -$191K 0.16% 120
2025
Q3 		$792K Hold
3,340
– – 0.18% 106
2025
Q2 		$911K Hold
3,340
– – 0.22% 97
2025
Q1 		$896K Buy
3,340
+100
+3% +$31.1K 0.24% 94
2024
Q4 		$1.08M Hold
3,240
– – 0.28% 79
2024
Q3 		$887K Sell
3,240
-125
-4% -$32K 0.23% 94
2024
Q2 		$865K Sell
3,365
-675
-17% -$181K 0.23% 91
2024
Q1 		$1.22M Buy
4,040
+1,765
+78% +$509K 0.34% 72
2023
Q4 		$599K Hold
2,275
– – 0.19% 116
2023
Q3 		$461K Buy
2,275
+325
+17% +$70.2K 0.15% 132
2023
Q2 		$412K Sell
1,950
-1,250
-39% -$255K 0.13% 144
2023
Q1 		$639K Hold
3,200
– – 0.19% 114
2022
Q4 		$424K Sell
3,200
-5,572
-64% -$813K 0.13% 139
2022
Q3 		$1.26M Sell
8,772
-175
-2% -$29.7K 0.42% 60
2022
Q2 		$1.48M Sell
8,947
-1,150
-11% -$203K 0.46% 55
2022
Q1 		$2.14M Sell
10,097
-4,195
-29% -$903K 0.57% 43
2021
Q4 		$3.63M Sell
14,292
-3,210
-18% -$902K 0.9% 32
2021
Q3 		$4.75M Sell
17,502
-1,565
-8% -$397K 1.31% 15
2021
Q2 		$4.66M Sell
19,067
-300
-2% -$69.1K 1.4% 13
2021
Q1 		$4.1M Sell
19,367
-1,850
-9% -$412K 1.29% 14
2020
Q4 		$4.72M Buy
21,217
+8,977
+73% +$2.18M 1.56% 12
2020
Q3 		$3.08M Sell
12,240
-800
-6% -$175K 1.1% 22
2020
Q2 		$2.44M Buy
13,040
+1,100
+9% +$185K 0.92% 30
2020
Q1 		$1.72M Buy
11,940
+2,175
+22% +$373K 0.76% 39
2019
Q4 		$1.59M Sell
9,765
-25
-0.3% -$3.92K 0.58% 50
2019
Q3 		$1.45M Hold
9,790
– – 0.55% 51
2019
Q2 		$1.49M Buy
9,790
+3,480
+55% +$545K 0.57% 51
2019
Q1 		$999K Hold
6,310
– – 0.4% 75
2018
Q4 		$864K Buy
+6,310
New +$868K 0.39% 74

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

Monetary Management Group's CRM Position: Q2 2026 in Review

Monetary Management Group reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $132K and leaving 1,620 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #196.

Monetary Management Group first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.75M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Monetary Management Group held 1,620 shares of Salesforce worth $254K as of Q2 2026.
  • Monetary Management Group sold 750 Salesforce shares in Q2 2026, an estimated $132K.
  • Salesforce made up 0.05% of Monetary Management Group's portfolio in Q2 2026, its #196 holding.
  • Monetary Management Group first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Monetary Management Group's Salesforce position peaked at $4.75M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.