MM
Meridian Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
21,651
+1,718
| +9% | +$444K | 1.53% | 21 |
|
|
2025
Q1 | $5.35M | Sell |
19,933
-1,089
| -5% | -$292K | 1.66% | 17 |
|
|
2024
Q4 | $7.03M | Sell |
21,022
-1,402
| -6% | -$469K | 1.85% | 15 |
|
|
2024
Q3 | $6.14M | Buy |
22,424
+828
| +4% | +$227K | 1.56% | 19 |
|
|
2024
Q2 | $5.55M | Buy |
21,596
+5,005
| +30% | +$1.29M | 1.52% | 17 |
|
|
2024
Q1 | $5M | Sell |
16,591
-6,430
| -28% | -$1.94M | 1.36% | 20 |
|
|
2023
Q4 | $6.71M | Sell |
23,021
-275
| -1% | -$80.1K | 1.91% | 13 |
|
|
2023
Q3 | $4.72M | Sell |
23,296
-134
| -0.6% | -$27.2K | 1.54% | 16 |
|
|
2023
Q2 | $4.95M | Sell |
23,430
-282
| -1% | -$59.6K | 1.55% | 16 |
|
|
2023
Q1 | $4.74M | Buy |
23,712
+8,743
| +58% | +$1.75M | 1.55% | 15 |
|
|
2022
Q4 | $1.98M | Sell |
14,969
-8,250
| -36% | -$1.09M | 0.73% | 37 |
|
|
2022
Q3 | $3.34M | Buy |
23,219
+609
| +3% | +$87.6K | 1.33% | 23 |
|
|
2022
Q2 | $3.73M | Buy |
22,610
+421
| +2% | +$69.5K | 1.44% | 20 |
|
|
2022
Q1 | $4.71M | Buy |
22,189
+51
| +0.2% | +$10.8K | 1.49% | 17 |
|
|
2021
Q4 | $5.63M | Buy |
22,138
+17
| +0.1% | +$4.32K | 1.63% | 14 |
|
|
2021
Q3 | $6M | Sell |
22,121
-53
| -0.2% | -$14.4K | 1.84% | 12 |
|
|
2021
Q2 | $5.42M | Sell |
22,174
-1,462
| -6% | -$357K | 1.6% | 15 |
|
|
2021
Q1 | $5.01M | Buy |
+23,636
| New | +$5.01M | 1.56% | 16 |
|