Meridian Wealth Partners’s Salesforce CRM Stock Holding History

Meridian Wealth Partners’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
2025 Q1	–	Sell	-834	Closed	-$279K	–	104
2024 Q4	$279K	Buy	834 +42	+5%	+$13.4K	0.04%	90
2024 Q3	$217K	Sell	792 -38	-5%	-$9.73K	0.03%	100
2024 Q2	$213K	Buy	830 +41	+5%	+$11K	0.04%	101
2024 Q1	$238K	Buy	789 +27	+4%	+$7.79K	0.04%	89
2023 Q4	$201K	Buy	+762	New	+$172K	0.04%	99
2021 Q2	–	Sell	-337	Closed	-$71K	–	353
2021 Q1	$71K	Sell	337 -23	-6%	-$5.12K	0.02%	131
2020 Q4	$81K	Buy	360 +102	+40%	+$24.8K	0.03%	105
2020 Q3	$65K	Buy	258 +13	+5%	+$2.85K	0.03%	111
2020 Q2	$46K	Sell	245 -2	-0.8%	-$337	0.02%	135
2020 Q1	$36K	Buy	+247	New	+$42.3K	0.02%	140

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Meridian Wealth Partners's CRM Position: Q1 2025 in Review

Meridian Wealth Partners sold out of Salesforce (CRM) in Q1 2025, closing a stake of 834 shares — an estimated $279K sold.

Meridian Wealth Partners first reported a position in CRM in Q1 2020 and held it in 10 quarters. The position peaked at $279K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Meridian Wealth Partners reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Meridian Wealth Partners sold 834 Salesforce shares in Q1 2025, an estimated $279K.
Meridian Wealth Partners first reported a position in Salesforce in Q1 2020 and held it in 10 quarters.
Meridian Wealth Partners's Salesforce position peaked at $279K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Meridian Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.