Meridian Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-834
| Closed | -$279K | – | 104 |
|
|
2024
Q4 | $279K | Buy |
834
+42
| +5% | +$14K | 0.04% | 90 |
|
|
2024
Q3 | $217K | Sell |
792
-38
| -5% | -$10.4K | 0.03% | 100 |
|
|
2024
Q2 | $213K | Buy |
830
+41
| +5% | +$10.5K | 0.04% | 101 |
|
|
2024
Q1 | $238K | Buy |
789
+27
| +4% | +$8.14K | 0.04% | 89 |
|
|
2023
Q4 | $201K | Buy |
+762
| New | +$201K | 0.04% | 99 |
|
|
2021
Q2 | – | Sell |
-337
| Closed | -$71K | – | 352 |
|
|
2021
Q1 | $71K | Sell |
337
-23
| -6% | -$4.85K | 0.02% | 131 |
|
|
2020
Q4 | $81K | Buy |
360
+102
| +40% | +$23K | 0.03% | 105 |
|
|
2020
Q3 | $65K | Buy |
258
+13
| +5% | +$3.28K | 0.03% | 111 |
|
|
2020
Q2 | $46K | Sell |
245
-2
| -0.8% | -$376 | 0.02% | 134 |
|
|
2020
Q1 | $36K | Buy |
+247
| New | +$36K | 0.02% | 140 |
|