Meridian Financial Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
