Merit Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.78M | Sell |
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|
2025
Q2 | $9.41M | Buy |
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|
2025
Q1 | $6.86M | Buy |
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|
2024
Q4 | $6.55M | Buy |
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|
2024
Q3 | $3.31M | Sell |
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|
2024
Q2 | $4.2M | Buy |
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|
2024
Q1 | $4.33M | Buy |
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|
2023
Q4 | $2.01M | Sell |
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|
2023
Q3 | $3.06M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $910K | Buy |
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|
2021
Q1 | $771K | Buy |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $415K | Buy |
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|
2018
Q4 | $325K | Sell |
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|
2018
Q3 | $385K | Buy |
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