Monticello Wealth Management, LLC
- SEC CIK
- 0001791996
- Latest filing
- Aug 4, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,896
- Value
- $297.0K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,896 | $297.0K | <0.1% | +808+74.3% | Added | Holders |
| Q1 2026 | 1,088 | $203.0K | <0.1% | −209−16.1% | Reduced | Holders |
| Q4 2025 | 1,297 | $343.5K | <0.1% | +1,297 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −741−100.0% | Sold out | Holders |
| Q2 2025 | 741 | $202.2K | <0.1% | −339−31.4% | Reduced | Holders |
| Q1 2025 | 1,080 | $289.9K | <0.1% | +69+6.8% | Added | Holders |
| Q4 2024 | 1,011 | $338.1K | <0.1% | +1,011 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −853−100.0% | Sold out | Holders |
| Q1 2024 | 853 | $256.9K | <0.1% | −116−12.0% | Reduced | Holders |
| Q4 2023 | 969 | $255.0K | <0.1% | +969 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,037−100.0% | Sold out | Holders |
| Q2 2023 | 1,037 | $219.1K | <0.1% | +1,037 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,274−100.0% | Sold out | Holders |
| Q2 2022 | 1,274 | $211.0K | <0.1% | +103+8.8% | Added | Holders |
| Q1 2022 | 1,171 | $249.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1,171 | $298.0K | <0.1% | +209+21.7% | Added | Holders |
| Q3 2021 | 962 | $261.0K | <0.1% | +41+4.5% | Added | Holders |
| Q2 2021 | 921 | $225.0K | <0.1% | +921 | New | Holders |