Monetary Solutions, Ltd

Position in CRM — Salesforce, Inc.

CIK 2112370 DAYTON, OH

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,073

-$780 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,392

of 2,457 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Monetary Solutions, Ltd holds $12,845 across 7 Software - Application names. CRM ranks #1 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	26	$4,073
2	ADP	Automatic Data Processing Inc	16	$3,583
3	PAYX	Paychex Inc	26	$2,556
4	SAP	Sap SE	9	$1,386
5	ADBE	Adobe Inc.	4	$820
6	BL	Blackline, Inc.	10	$280
7	GRAB	Grab Holdings Ltd	39	$147

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,073	26	0.0%	Shares	Sole	2026-07-23
2026-03-31	$4,853	26	0.0%	Shares	Sole	2026-05-01
2025-12-31	$6,887	26	—	Shares	Sole	2026-02-23
No filing history on record for this holder in this stock.