Meridian Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Hold |
3,230
| – | – | 0.24% | 110 |
|
|
2025
Q1 | $867K | Hold |
3,230
| – | – | 0.26% | 103 |
|
|
2024
Q4 | $1.08M | Buy |
3,230
+217
| +7% | +$72.6K | 0.32% | 87 |
|
|
2024
Q3 | $825K | Hold |
3,013
| – | – | 0.25% | 101 |
|
|
2024
Q2 | $775K | Buy |
3,013
+733
| +32% | +$188K | 0.25% | 101 |
|
|
2024
Q1 | $687K | Buy |
2,280
+170
| +8% | +$51.2K | 0.23% | 105 |
|
|
2023
Q4 | $555K | Buy |
2,110
+400
| +23% | +$105K | 0.19% | 120 |
|
|
2023
Q3 | $347K | Sell |
1,710
-500
| -23% | -$101K | 0.13% | 154 |
|
|
2023
Q2 | $467K | Sell |
2,210
-62
| -3% | -$13.1K | 0.17% | 134 |
|
|
2023
Q1 | $454K | Hold |
2,272
| – | – | 0.17% | 129 |
|
|
2022
Q4 | $301K | Buy |
2,272
+49
| +2% | +$6.49K | 0.12% | 163 |
|
|
2022
Q3 | $320K | Hold |
2,223
| – | – | 0.14% | 148 |
|
|
2022
Q2 | $367K | Sell |
2,223
-150
| -6% | -$24.8K | 0.15% | 140 |
|
|
2022
Q1 | $504K | Hold |
2,373
| – | – | 0.18% | 126 |
|
|
2021
Q4 | $603K | Buy |
2,373
+427
| +22% | +$109K | 0.2% | 112 |
|
|
2021
Q3 | $528K | Sell |
1,946
-79
| -4% | -$21.4K | 0.19% | 112 |
|
|
2021
Q2 | $495K | Buy |
2,025
+325
| +19% | +$79.4K | 0.17% | 123 |
|
|
2021
Q1 | $360K | Hold |
1,700
| – | – | 0.14% | 147 |
|
|
2020
Q4 | $378K | Hold |
1,700
| – | – | 0.16% | 127 |
|
|
2020
Q3 | $427K | Hold |
1,700
| – | – | 0.21% | 110 |
|
|
2020
Q2 | $318K | Sell |
1,700
-775
| -31% | -$145K | 0.16% | 125 |
|
|
2020
Q1 | $356K | Buy |
2,475
+20
| +0.8% | +$2.88K | 0.23% | 99 |
|
|
2019
Q4 | $399K | Buy |
2,455
+256
| +12% | +$41.6K | 0.2% | 115 |
|
|
2019
Q3 | $326K | Buy |
+2,199
| New | +$326K | 0.18% | 121 |
|