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CRM icon

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
Q2 		$5.28M Buy
33,706
+10,278
+44% +$1.81M 1.19% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Meridian Management's CRM Position: Q2 2026 in Review

Meridian Management increased its Salesforce (CRM) stake by 44% in Q2 2026, buying an estimated $1.81M and bringing the position to 33,706 shares worth $5.28M. The position accounts for 1.19% of the portfolio, ranked #26.

Meridian Management first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.03M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meridian Management held 33,706 shares of Salesforce worth $5.28M as of Q2 2026.
  • Meridian Management bought 10,278 Salesforce shares in Q2 2026, an estimated $1.81M.
  • Salesforce made up 1.19% of Meridian Management's portfolio in Q2 2026, its #26 holding.
  • Meridian Management first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Meridian Management's Salesforce position peaked at $7.03M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meridian Management's 13F filing for Q2 2026, filed 4 Aug 2026.