Meridian Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $785K | Sell |
5,012
-273
| -5% | -$48K | 0.09% | 117 |
|
|
2026
Q1 | $987K | Sell |
5,285
-15,036
| -74% | -$3.12M | 0.13% | 96 |
|
|
2025
Q4 | $5.38M | Sell |
20,321
-827
| -4% | -$206K | 0.75% | 41 |
|
|
2025
Q3 | $5.01M | Buy |
21,148
+293
| +1% | +$73.9K | 0.71% | 38 |
|
|
2025
Q2 | $5.69M | Buy |
20,855
+1,006
| +5% | +$269K | 0.9% | 30 |
|
|
2025
Q1 | $5.33M | Buy |
19,849
+211
| +1% | +$65.6K | 0.9% | 32 |
|
|
2024
Q4 | $6.57M | Sell |
19,638
-180
| -0.9% | -$57.4K | 1.08% | 23 |
|
|
2024
Q3 | $5.42M | Buy |
19,818
+449
| +2% | +$115K | 0.91% | 31 |
|
|
2024
Q2 | $4.98M | Buy |
19,369
+150
| +0.8% | +$40.1K | 0.89% | 32 |
|
|
2024
Q1 | $5.79M | Buy |
19,219
+537
| +3% | +$155K | 1.09% | 24 |
|
|
2023
Q4 | $4.92M | Buy |
18,682
+141
| +0.8% | +$31.9K | 1.08% | 25 |
|
|
2023
Q3 | $3.76M | Buy |
18,541
+143
| +0.8% | +$30.9K | 0.94% | 29 |
|
|
2023
Q2 | $3.89M | Buy |
18,398
+851
| +5% | +$174K | 0.94% | 27 |
|
|
2023
Q1 | $3.51M | Buy |
17,547
+2,442
| +16% | +$412K | 0.88% | 29 |
|
|
2022
Q4 | $2M | Buy |
15,105
+2,611
| +21% | +$381K | 0.52% | 47 |
|
|
2022
Q3 | $1.8M | Sell |
12,494
-1,381
| -10% | -$234K | 0.51% | 48 |
|
|
2022
Q2 | $2.29M | Buy |
13,875
+611
| +5% | +$108K | 0.61% | 43 |
|
|
2022
Q1 | $2.82M | Buy |
13,264
+1,681
| +15% | +$362K | 0.65% | 40 |
|
|
2021
Q4 | $2.94M | Buy |
11,583
+510
| +5% | +$143K | 0.72% | 34 |
|
|
2021
Q3 | $3M | Buy |
11,073
+257
| +2% | +$65.3K | 0.84% | 24 |
|
|
2021
Q2 | $2.64M | Buy |
10,816
+921
| +9% | +$212K | 0.75% | 29 |
|
|
2021
Q1 | $2.1M | Buy |
9,895
+657
| +7% | +$146K | 0.7% | 31 |
|
|
2020
Q4 | $2.06M | Buy |
9,238
+750
| +9% | +$182K | 0.75% | 28 |
|
|
2020
Q3 | $2.13M | Sell |
8,488
-19
| -0.2% | -$4.16K | 0.92% | 24 |
|
|
2020
Q2 | $1.59M | Buy |
8,507
+2,252
| +36% | +$379K | 0.74% | 28 |
|
|
2020
Q1 | $901K | Sell |
6,255
-516
| -8% | -$88.5K | 0.5% | 42 |
|
|
2019
Q4 | $1.1M | Buy |
6,771
+235
| +4% | +$36.8K | 0.43% | 44 |
|
|
2019
Q3 | $970K | Buy |
6,536
+49
| +0.8% | +$7.45K | 0.42% | 48 |
|
|
2019
Q2 | $987K | Sell |
6,487
-13
| -0.2% | -$2.04K | 0.69% | 31 |
|
|
2019
Q1 | $1.03M | Buy |
6,500
+340
| +6% | +$52.7K | 0.75% | 27 |
|
|
2018
Q4 | $844K | Buy |
+6,160
| New | +$847K | 0.65% | 31 |
|
Other funds holding CRM
Meridian Wealth Advisors's CRM Position: Q2 2026 in Review
Meridian Wealth Advisors reduced its Salesforce (CRM) stake by 5.2% in Q2 2026, selling an estimated $48K and leaving 5,012 shares worth $785K. The position accounts for 0.09% of the portfolio, ranked #117.
Meridian Wealth Advisors first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.57M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Meridian Wealth Advisors held 5,012 shares of Salesforce worth $785K as of Q2 2026.
- Meridian Wealth Advisors sold 273 Salesforce shares in Q2 2026, an estimated $48K.
- Salesforce made up 0.09% of Meridian Wealth Advisors's portfolio in Q2 2026, its #117 holding.
- Meridian Wealth Advisors first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Meridian Wealth Advisors's Salesforce position peaked at $6.57M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.