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Merit Financial Group’s Salesforce CRM Stock Holding History

Merit Financial Group’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 		$4.78M Sell
30,521
-56,057
-65% -$9.86M 0.03% 446
2026
Q1 		$16.2M Buy
86,578
+53,349
+161% +$11.1M 0.12% 149
2025
Q4 		$8.8M Buy
33,229
+4,634
+16% +$1.15M 0.07% 225
2025
Q3 		$6.78M Sell
28,595
-5,918
-17% -$1.49M 0.06% 241
2025
Q2 		$9.41M Buy
34,513
+8,967
+35% +$2.4M 0.1% 155
2025
Q1 		$6.86M Buy
25,546
+5,965
+30% +$1.86M 0.1% 162
2024
Q4 		$6.55M Buy
19,581
+7,499
+62% +$2.39M 0.12% 154
2024
Q3 		$3.31M Sell
12,082
-4,271
-26% -$1.09M 0.07% 210
2024
Q2 		$4.2M Buy
16,353
+532
+3% +$142K 0.09% 166
2024
Q1 		$4.33M Buy
15,821
+8,187
+107% +$2.36M 0.1% 155
2023
Q4 		$2.01M Sell
7,634
-7,443
-49% -$1.68M 0.06% 208
2023
Q3 		$3.06M Buy
15,077
+2,564
+20% +$554K 0.1% 157
2023
Q2 		$2.64M Buy
12,513
+1,926
+18% +$393K 0.09% 184
2023
Q1 		$2.12M Buy
10,587
+785
+8% +$133K 0.08% 198
2022
Q4 		$1.3M Buy
9,802
+418
+4% +$61K 0.05% 251
2022
Q3 		$1.35M Sell
9,384
-2,488
-21% -$422K 0.06% 206
2022
Q2 		$1.96M Buy
11,872
+7,153
+152% +$1.26M 0.06% 184
2022
Q1 		$1M Buy
4,719
+672
+17% +$145K 0.06% 152
2021
Q4 		$1.03M Buy
4,047
+267
+7% +$75K 0.1% 96
2021
Q3 		$1.02M Buy
3,780
+54
+1% +$13.7K 0.11% 94
2021
Q2 		$910K Buy
3,726
+88
+2% +$20.3K 0.09% 105
2021
Q1 		$771K Buy
3,638
+35
+1% +$7.79K 0.08% 110
2020
Q4 		$802K Buy
3,603
+2,773
+334% +$674K 0.08% 100
2020
Q3 		$209K Buy
+830
New +$182K 0.02% 205
2019
Q3 		– Sell
-2,670
Closed -$405K – 142
2019
Q2 		$405K Buy
2,670
+47
+2% +$7.37K 0.05% 82
2019
Q1 		$415K Buy
2,623
+247
+10% +$38.3K 0.05% 71
2018
Q4 		$325K Sell
2,376
-51
-2% -$7.01K 0.05% 77
2018
Q3 		$385K Buy
+2,427
New +$360K 0.06% 70

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

Merit Financial Group's CRM Position: Q2 2026 in Review

Merit Financial Group reduced its Salesforce (CRM) stake by 65% in Q2 2026, selling an estimated $9.86M and leaving 30,521 shares worth $4.78M. The position accounts for 0.03% of the portfolio, ranked #446.

Merit Financial Group first reported a position in CRM in Q3 2018 and has held it in 28 quarters since. The position peaked at $16.2M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Merit Financial Group held 30,521 shares of Salesforce worth $4.78M as of Q2 2026.
  • Merit Financial Group sold 56,057 Salesforce shares in Q2 2026, an estimated $9.86M.
  • Salesforce made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #446 holding.
  • Merit Financial Group first reported a position in Salesforce in Q3 2018 and has held it in 28 quarters since.
  • Merit Financial Group's Salesforce position peaked at $16.2M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.