MONETARY MANAGEMENT GROUP INC

Position in CRM — Salesforce, Inc.

CIK 1133014 ST LOUIS, MO

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$253,789

-$188,618 QoQ

Shares Held

1,620

-31.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,931

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MONETARY MANAGEMENT GROUP INC holds $5,758,489 across 10 Software - Application names. CRM ranks #8 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	3,155	$1,184,134
2	ADP	Automatic Data Processing Inc	5,175	$1,158,941
3	ADBE	Adobe Inc.	4,160	$852,883
4	UBER	Uber Technologies, Inc	11,560	$834,169
5	NOW	ServiceNow, Inc.	5,910	$586,744
6	SAP	Sap SE	3,150	$485,446
7	INTU	Intuit Inc.	1,260	$328,860
8	CRM	Salesforce, Inc. This page	1,620	$253,789

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,789	1,620	-31.6%	Shares	Sole	2026-08-12
2026-03-31	$442,407	2,370	-7.8%	Shares	Sole	2026-05-13
2025-12-31	$680,818	2,570	-23.1%	Shares	Sole	2026-02-11
2025-09-30	$791,580	3,340	0.0%	Shares	Sole	2025-11-12
2025-06-30	$910,784	3,340	0.0%	Shares	Sole	2025-08-14
2025-03-31	$896,322	3,340	+3.1%	Shares	Sole	2025-05-14
2024-12-31	$1,083,229	3,240	0.0%	Shares	Sole	2025-02-13
2024-09-30	$886,820	3,240	-3.7%	Shares	Sole	2024-11-13
2024-06-30	$865,141	3,365	-16.7%	Shares	Sole	2024-07-16
2024-03-31	$1,216,767	4,040	+77.6%	Shares	Sole	2024-05-13
2023-12-31	$598,643	2,275	0.0%	Shares	Sole	2024-02-14
2023-09-30	$461,324	2,275	+16.7%	Shares	Sole	2023-11-09
2023-06-30	$411,957	1,950	-39.1%	Shares	Sole	2023-08-11
2023-03-31	$639,296	3,200	0.0%	Shares	Sole	2023-05-11
2022-12-31	$424,288	3,200	-63.5%	Shares	Sole	2023-02-13
2022-09-30	$1,261,764	8,772	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,476,612	8,947	-11.4%	Shares	Sole	2022-08-11
2022-03-31	$2,143,795	10,097	-29.4%	Shares	Sole	2022-05-12
2021-12-31	$3,632,025	14,292	-18.3%	Shares	Sole	2022-02-14
2021-09-30	$4,746,892	17,502	-8.2%	Shares	Sole	2021-11-12
2021-06-30	$4,657,496	19,067	-1.5%	Shares	Sole	2021-08-12
2021-03-31	$4,103,286	19,367	-8.7%	Shares	Sole	2021-05-17
2020-12-31	$4,721,419	21,217	+73.3%	Shares	Sole	2021-02-12
2020-09-30	$3,076,156	12,240	-6.1%	Shares	Sole	2020-11-12
2020-06-30	$2,442,783	13,040	+9.2%	Shares	Sole	2020-08-13
2020-03-31	$1,719,121	11,940	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.