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Meridian Investment Counsel’s Salesforce CRM Stock Holding History

Meridian Investment Counsel’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 		$455K Hold
2,905
– – 0.1% 171
2026
Q1 		$542K Hold
2,905
– – 0.13% 154
2025
Q4 		$770K Sell
2,905
-327
-10% -$81.3K 0.19% 127
2025
Q3 		$766K Buy
3,232
+2
+0.1% +$504 0.19% 121
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% +$69.3K 0.32% 87
2024
Q3 		$825K Hold
3,013
– – 0.25% 101
2024
Q2 		$775K Buy
3,013
+733
+32% +$196K 0.25% 101
2024
Q1 		$687K Buy
2,280
+170
+8% +$49.1K 0.23% 105
2023
Q4 		$555K Buy
2,110
+400
+23% +$90.5K 0.19% 120
2023
Q3 		$347K Sell
1,710
-500
-23% -$108K 0.13% 154
2023
Q2 		$467K Sell
2,210
-62
-3% -$12.7K 0.17% 134
2023
Q1 		$454K Hold
2,272
– – 0.17% 129
2022
Q4 		$301K Buy
2,272
+49
+2% +$7.15K 0.12% 163
2022
Q3 		$320K Hold
2,223
– – 0.14% 148
2022
Q2 		$367K Sell
2,223
-150
-6% -$26.5K 0.15% 140
2022
Q1 		$504K Hold
2,373
– – 0.18% 126
2021
Q4 		$603K Buy
2,373
+427
+22% +$120K 0.2% 112
2021
Q3 		$528K Sell
1,946
-79
-4% -$20.1K 0.19% 112
2021
Q2 		$495K Buy
2,025
+325
+19% +$74.9K 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% -$131K 0.16% 125
2020
Q1 		$356K Buy
2,475
+20
+0.8% +$3.43K 0.23% 99
2019
Q4 		$399K Buy
2,455
+256
+12% +$40.1K 0.2% 115
2019
Q3 		$326K Buy
+2,199
New +$334K 0.18% 121

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Meridian Investment Counsel's CRM Position: Q2 2026 in Review

Meridian Investment Counsel held its Salesforce (CRM) position steady in Q2 2026 at 2,905 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #171.

Meridian Investment Counsel first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.08M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meridian Investment Counsel held 2,905 shares of Salesforce worth $455K as of Q2 2026.
  • Meridian Investment Counsel left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.1% of Meridian Investment Counsel's portfolio in Q2 2026, its #171 holding.
  • Meridian Investment Counsel first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Meridian Investment Counsel's Salesforce position peaked at $1.08M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.