Money Concepts Capital’s Salesforce CRM Stock Holding History

Money Concepts Capital’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	$263K	Buy	+1,682	New	+$296K	0.01%	546
2026 Q1	–	Sell	-956	Closed	-$253K	–	575
2025 Q4	$253K	Sell	956 -59	-6%	-$14.7K	0.01%	465
2025 Q3	$241K	Sell	1,015 -148	-13%	-$37.3K	0.01%	424
2025 Q2	$317K	Buy	1,163 +211	+22%	+$56.4K	0.02%	366
2025 Q1	$255K	Buy	952 +77	+9%	+$23.9K	0.02%	376
2024 Q4	$293K	Buy	875 +127	+17%	+$40.5K	0.02%	349
2024 Q3	$205K	Buy	+748	New	+$192K	0.02%	393
2023 Q1	–	Sell	-3,111	Closed	-$412K	–	955
2022 Q4	$412K	Buy	3,111 +300	+11%	+$43.8K	0.02%	478
2022 Q3	$404K	Sell	2,811 -263	-9%	-$44.6K	0.02%	324
2022 Q2	$517K	Sell	3,074 -3,249	-51%	-$574K	0.05%	273
2022 Q1	$1.34M	Buy	6,323 +3,432	+119%	+$739K	0.08%	251
2021 Q4	$735K	Buy	+2,891	New	+$812K	0.06%	246
2021 Q1	$664K	Sell	3,136 -191	-6%	-$42.5K	0.05%	271
2020 Q4	$740K	Buy	+3,327	New	+$809K	0.07%	230

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Money Concepts Capital's CRM Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Salesforce (CRM) in Q2 2026: 1,682 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in CRM as recently as Q4 2025.

Money Concepts Capital first reported a position in CRM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.34M in Q1 2022. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Money Concepts Capital held 1,682 shares of Salesforce worth $263K as of Q2 2026.
Salesforce was a new Money Concepts Capital position in Q2 2026.
Salesforce made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #546 holding.
Money Concepts Capital first reported a position in Salesforce in Q4 2020 and has held it in 14 quarters since.
Money Concepts Capital's Salesforce position peaked at $1.34M in Q1 2022.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.