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Monetary Solutions’s Salesforce CRM Stock Holding History

Monetary Solutions’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 		$4.07K Hold
26
– – ﹤0.01% 257
2026
Q1 		$4.85K Hold
26
– – ﹤0.01% 233
2025
Q4 		$6.89K Buy
+26
New +$6.46K 0.01% 205

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monetary Solutions's CRM Position: Q2 2026 in Review

Monetary Solutions held its Salesforce (CRM) position steady in Q2 2026 at 26 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Monetary Solutions first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.89K in Q4 2025. 2,077 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Monetary Solutions held 26 shares of Salesforce worth $4.07K as of Q2 2026.
  • Monetary Solutions left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #257 holding.
  • Monetary Solutions first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Salesforce position peaked at $6.89K in Q4 2025.
  • 2,077 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.