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Meridian Financial Partners’s Salesforce CRM Stock Holding History

Meridian Financial Partners’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 		$777K Sell
4,650
-372
-7% -$65.4K 0.26% 64
2026
Q1 		$919K Buy
5,022
+121
+2% +$25.1K 0.35% 57
2025
Q4 		$1.09M Buy
4,901
+42
+0.9% +$10.4K 0.43% 52
2025
Q3 		$1.17M Buy
4,859
+176
+4% +$44.4K 0.49% 45
2025
Q2 		$1.28M Buy
4,683
+191
+4% +$51.1K 0.6% 40
2025
Q1 		$1.21M Buy
4,492
+78
+2% +$24.3K 0.61% 39
2024
Q4 		$1.48M Buy
4,414
+19
+0.4% +$6.06K 0.78% 29
2024
Q3 		$1.2M Buy
4,395
+64
+1% +$16.4K 0.61% 41
2024
Q2 		$1.07M Buy
4,331
+346
+9% +$92.6K 0.64% 40
2024
Q1 		$1.1M Sell
3,985
-50
-1% -$14.4K 1.42% 20
2023
Q4 		$1.11M Buy
4,035
+82
+2% +$18.6K 1.14% 27
2023
Q3 		$823K Sell
3,953
-45
-1% -$9.72K 0.84% 27
2023
Q2 		$912K Buy
3,998
+90
+2% +$18.4K 0.55% 47
2023
Q1 		$776K Buy
3,908
+82
+2% +$13.9K 0.88% 27
2022
Q4 		$560K Sell
3,826
-40
-1% -$5.84K 0.63% 31
2022
Q3 		$550K Buy
3,866
+516
+15% +$87.5K 0.78% 27
2022
Q2 		$604K Buy
3,350
+355
+12% +$62.7K 0.41% 53
2022
Q1 		$636K Buy
2,995
+637
+27% +$137K 0.95% 26
2021
Q4 		$534K Buy
2,358
+442
+23% +$124K 0.36% 53
2021
Q3 		$545K Buy
1,916
+332
+21% +$84.3K 0.37% 53
2021
Q2 		$380K Buy
1,584
+320
+25% +$73.8K 0.26% 58
2021
Q1 		$288K Buy
1,264
+257
+26% +$57.2K 0.22% 62
2020
Q4 		$225K Buy
+1,007
New +$245K 0.17% 62

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Meridian Financial Partners's CRM Position: Q2 2026 in Review

Meridian Financial Partners reduced its Salesforce (CRM) stake by 7.4% in Q2 2026, selling an estimated $65.4K and leaving 4,650 shares worth $777K. The position accounts for 0.26% of the portfolio, ranked #64.

Meridian Financial Partners first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meridian Financial Partners held 4,650 shares of Salesforce worth $777K as of Q2 2026.
  • Meridian Financial Partners sold 372 Salesforce shares in Q2 2026, an estimated $65.4K.
  • Salesforce made up 0.26% of Meridian Financial Partners's portfolio in Q2 2026, its #64 holding.
  • Meridian Financial Partners first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Meridian Financial Partners's Salesforce position peaked at $1.48M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.