Montz Harcus Wealth Management’s Salesforce CRM Stock Holding History

Montz Harcus Wealth Management’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 Q2	–	Sell	-777	Closed	-$209K	–	85
2025 Q1	$209K	Buy	777 +1	+0.1%	+$311	0.11%	74
2024 Q4	$259K	Sell	776 -16	-2%	-$5.11K	0.15%	58
2024 Q3	$217K	Buy	792 +6	+0.8%	+$1.54K	0.13%	70
2024 Q2	$202K	Buy	786 +73	+10%	+$19.5K	0.13%	68
2024 Q1	$215K	Buy	+713	New	+$206K	0.15%	63

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montz Harcus Wealth Management's CRM Position: Q2 2025 in Review

Montz Harcus Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 777 shares — an estimated $209K sold.

Montz Harcus Wealth Management first reported a position in CRM in Q1 2024 and held it in 5 quarters. The position peaked at $259K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Montz Harcus Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Montz Harcus Wealth Management sold 777 Salesforce shares in Q2 2025, an estimated $209K.
Montz Harcus Wealth Management first reported a position in Salesforce in Q1 2024 and held it in 5 quarters.
Montz Harcus Wealth Management's Salesforce position peaked at $259K in Q4 2024.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.