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Meridian Management’s Salesforce CRM Stock Holding History

Meridian Management’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
Q1 		$4.37M Sell
23,428
-63
-0.3% -$13.1K 1.09% 30
2025
Q4 		$6.22M Buy
23,491
+1,328
+6% +$330K 1.54% 21
2025
Q3 		$5.25M Buy
22,163
+512
+2% +$129K 1.41% 24
2025
Q2 		$5.59M Buy
21,651
+1,718
+9% +$459K 1.53% 21
2025
Q1 		$5.35M Sell
19,933
-1,089
-5% -$339K 1.66% 17
2024
Q4 		$7.03M Sell
21,022
-1,402
-6% -$447K 1.85% 15
2024
Q3 		$6.14M Buy
22,424
+828
+4% +$212K 1.56% 19
2024
Q2 		$5.55M Buy
21,596
+5,005
+30% +$1.34M 1.52% 17
2024
Q1 		$5M Sell
16,591
-6,430
-28% -$1.86M 1.36% 20
2023
Q4 		$6.71M Sell
23,021
-275
-1% -$62.2K 1.91% 13
2023
Q3 		$4.72M Sell
23,296
-134
-0.6% -$29K 1.54% 16
2023
Q2 		$4.95M Sell
23,430
-282
-1% -$57.6K 1.55% 16
2023
Q1 		$4.74M Buy
23,712
+8,743
+58% +$1.48M 1.55% 15
2022
Q4 		$1.98M Sell
14,969
-8,250
-36% -$1.2M 0.73% 37
2022
Q3 		$3.34M Buy
23,219
+609
+3% +$103K 1.33% 23
2022
Q2 		$3.73M Buy
22,610
+421
+2% +$74.4K 1.44% 20
2022
Q1 		$4.71M Buy
22,189
+51
+0.2% +$11K 1.49% 17
2021
Q4 		$5.63M Buy
22,138
+17
+0.1% +$4.78K 1.63% 14
2021
Q3 		$6M Sell
22,121
-53
-0.2% -$13.5K 1.84% 12
2021
Q2 		$5.42M Sell
22,174
-1,462
-6% -$337K 1.6% 15
2021
Q1 		$5.01M Buy
+23,636
New +$5.26M 1.56% 16

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Meridian Management's CRM Position: Q1 2026 in Review

Meridian Management reduced its Salesforce (CRM) stake by 0.27% in Q1 2026, selling an estimated $13.1K and leaving 23,428 shares worth $4.37M. The position accounts for 1.09% of the portfolio, ranked #30.

Meridian Management first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.03M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Meridian Management held 23,428 shares of Salesforce worth $4.37M as of Q1 2026.
  • Meridian Management sold 63 Salesforce shares in Q1 2026, an estimated $13.1K.
  • Salesforce made up 1.09% of Meridian Management's portfolio in Q1 2026, its #30 holding.
  • Meridian Management first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • Meridian Management's Salesforce position peaked at $7.03M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.