Merit Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Buy |
34,513
+8,967
| +35% | +$2.45M | 0.1% | 155 |
|
|
2025
Q1 | $6.86M | Buy |
25,546
+5,965
| +30% | +$1.6M | 0.1% | 162 |
|
|
2024
Q4 | $6.55M | Buy |
19,581
+7,499
| +62% | +$2.51M | 0.12% | 154 |
|
|
2024
Q3 | $3.31M | Sell |
12,082
-4,271
| -26% | -$1.17M | 0.07% | 210 |
|
|
2024
Q2 | $4.2M | Buy |
16,353
+532
| +3% | +$137K | 0.09% | 166 |
|
|
2024
Q1 | $4.33M | Buy |
15,821
+8,187
| +107% | +$2.24M | 0.1% | 155 |
|
|
2023
Q4 | $2.01M | Sell |
7,634
-7,443
| -49% | -$1.96M | 0.06% | 208 |
|
|
2023
Q3 | $3.06M | Buy |
15,077
+2,564
| +20% | +$520K | 0.1% | 155 |
|
|
2023
Q2 | $2.64M | Buy |
12,513
+1,926
| +18% | +$407K | 0.09% | 184 |
|
|
2023
Q1 | $2.12M | Buy |
10,587
+785
| +8% | +$157K | 0.08% | 195 |
|
|
2022
Q4 | $1.3M | Buy |
9,802
+418
| +4% | +$55.4K | 0.05% | 250 |
|
|
2022
Q3 | $1.35M | Sell |
9,384
-2,488
| -21% | -$358K | 0.06% | 205 |
|
|
2022
Q2 | $1.96M | Buy |
11,872
+7,153
| +152% | +$1.18M | 0.06% | 179 |
|
|
2022
Q1 | $1M | Buy |
4,719
+672
| +17% | +$143K | 0.06% | 151 |
|
|
2021
Q4 | $1.03M | Buy |
4,047
+267
| +7% | +$67.8K | 0.1% | 96 |
|
|
2021
Q3 | $1.03M | Buy |
3,780
+54
| +1% | +$14.6K | 0.11% | 94 |
|
|
2021
Q2 | $910K | Buy |
3,726
+88
| +2% | +$21.5K | 0.09% | 105 |
|
|
2021
Q1 | $771K | Buy |
3,638
+35
| +1% | +$7.42K | 0.08% | 110 |
|
|
2020
Q4 | $802K | Buy |
3,603
+2,773
| +334% | +$617K | 0.08% | 100 |
|
|
2020
Q3 | $209K | Buy |
+830
| New | +$209K | 0.02% | 205 |
|
|
2019
Q3 | – | Sell |
-2,670
| Closed | -$405K | – | 142 |
|
|
2019
Q2 | $405K | Buy |
2,670
+47
| +2% | +$7.13K | 0.05% | 82 |
|
|
2019
Q1 | $415K | Buy |
2,623
+247
| +10% | +$39.1K | 0.05% | 71 |
|
|
2018
Q4 | $325K | Sell |
2,376
-51
| -2% | -$6.98K | 0.05% | 77 |
|
|
2018
Q3 | $385K | Buy |
+2,427
| New | +$385K | 0.06% | 70 |
|