Monetta Financial Services’s Salesforce CRM Stock Holding History

Monetta Financial Services’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
2025 Q1	–	Sell	-3,900	Closed	-$1.3M	–	57
2024 Q4	$1.3M	Hold	3,900	–	–	1.05%	21
2024 Q3	$1.07M	Buy	+3,900	New	+$999K	0.91%	26
2024 Q2	–	Sell	-4,500	Closed	-$1.36M	–	50
2024 Q1	$1.36M	Hold	4,500	–	–	1.22%	18
2023 Q4	$1.18M	Hold	4,500	–	–	1.13%	23
2023 Q3	$913K	Hold	4,500	–	–	0.99%	28
2023 Q2	$951K	Buy	4,500 +1,000	+29%	+$204K	0.93%	24
2023 Q1	$699K	Buy	+3,500	New	+$591K	0.75%	37
2022 Q2	–	Sell	-3,000	Closed	-$637K	–	63
2022 Q1	$637K	Buy	+3,000	New	+$646K	0.53%	41
2018 Q4	–	Sell	-9,500	Closed	-$1.51M	–	39
2018 Q3	$1.51M	Sell	9,500 -9,500	-50%	-$1.41M	0.92%	24
2018 Q2	$2.59M	Buy	19,000 +1,500	+9%	+$191K	1.35%	28
2018 Q1	$2.04M	Buy	+17,500	New	+$2.01M	1.09%	29
2016 Q3	–	Sell	-7,500	Closed	-$596K	–	64
2016 Q2	$596K	Hold	7,500	–	–	0.38%	59
2016 Q1	$554K	Hold	7,500	–	–	0.34%	72
2015 Q4	$588K	Hold	7,500	–	–	0.35%	58
2015 Q3	$521K	Buy	+7,500	New	+$532K	0.32%	69
2014 Q2	–	Sell	-9,000	Closed	-$514K	–	63
2014 Q1	$514K	Buy	+9,000	New	+$538K	0.28%	71

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Monetta Financial Services's CRM Position: Q1 2025 in Review

Monetta Financial Services sold out of Salesforce (CRM) in Q1 2025, closing a stake of 3,900 shares — an estimated $1.3M sold.

Monetta Financial Services first reported a position in CRM in Q1 2014 and held it in 16 quarters. The position peaked at $2.59M in Q2 2018. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Monetta Financial Services reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Monetta Financial Services sold 3,900 Salesforce shares in Q1 2025, an estimated $1.3M.
Monetta Financial Services first reported a position in Salesforce in Q1 2014 and held it in 16 quarters.
Monetta Financial Services's Salesforce position peaked at $2.59M in Q2 2018.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Monetta Financial Services's 13F filing for Q1 2025, filed 9 May 2025.