Monograph Wealth Advisors’s Salesforce CRM Stock Holding History

Monograph Wealth 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	–	Sell	-1,394	Closed	-$260K	–	146
2026 Q1	$260K	Buy	+1,394	New	+$289K	0.02%	125

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

Monograph Wealth Advisors's CRM Position: Q2 2026 in Review

Monograph Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,394 shares — an estimated $260K sold.

Monograph Wealth Advisors first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Monograph Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Monograph Wealth Advisors sold 1,394 Salesforce shares in Q2 2026, an estimated $260K.
Monograph Wealth Advisors first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
Monograph Wealth Advisors's Salesforce position peaked at $260K in Q1 2026.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.