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Meritage Group’s Salesforce CRM Stock Holding History

Meritage 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
2024
Q3 		– Sell
-1,243
Closed -$320K – 32
2024
Q2 		$320K Sell
1,243
-86,094
-99% -$23M 0.01% 31
2024
Q1 		$26.3M Sell
87,337
-955,949
-92% -$276M 0.62% 19
2023
Q4 		$275M Buy
1,043,286
+4,793
+0.5% +$1.08M 6.32% 8
2023
Q3 		$211M Sell
1,038,493
-571,359
-35% -$123M 5% 10
2023
Q2 		$340M Sell
1,609,852
-796,536
-33% -$163M 9.48% 3
2023
Q1 		$481M Buy
2,406,388
+12,587
+0.5% +$2.13M 14.55% 1
2022
Q4 		$317M Buy
2,393,801
+579,871
+32% +$84.6M 10.95% 5
2022
Q3 		$261M Buy
1,813,930
+25,905
+1% +$4.39M 7.82% 8
2022
Q2 		$295M Sell
1,788,025
-596,388
-25% -$105M 8.52% 5
2022
Q1 		$506M Sell
2,384,413
-618
-0% -$133K 7.88% 2
2021
Q4 		$606M Sell
2,385,031
-36,390
-2% -$10.2M 10.28% 2
2021
Q3 		$657M Sell
2,421,421
-41,661
-2% -$10.6M 12.94% 1
2021
Q2 		$602M Buy
2,463,082
+265,811
+12% +$61.3M 11.28% 3
2021
Q1 		$466M Buy
2,197,271
+889,880
+68% +$198M 8.92% 5
2020
Q4 		$291M Sell
1,307,391
-281,934
-18% -$68.6M 5.7% 7
2020
Q3 		$399M Sell
1,589,325
-131,581
-8% -$28.8M 7.6% 5
2020
Q2 		$322M Buy
1,720,906
+729,767
+74% +$123M 6.81% 6
2020
Q1 		$143M Buy
991,139
+214,403
+28% +$36.8M 3.88% 13
2019
Q4 		$126M Buy
+776,736
New +$122M 2.22% 19
2017
Q1 		– Sell
-17,797
Closed -$1.22M – 35
2016
Q4 		$1.22M Buy
+17,797
New +$1.29M 0.03% 66

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Meritage Group's CRM Position: Q3 2024 in Review

Meritage Group sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,243 shares — an estimated $320K sold.

Meritage Group first reported a position in CRM in Q4 2016 and held it in 20 quarters. The position peaked at $657M in Q3 2021. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Meritage Group reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Meritage Group sold 1,243 Salesforce shares in Q3 2024, an estimated $320K.
  • Meritage Group first reported a position in Salesforce in Q4 2016 and held it in 20 quarters.
  • Meritage Group's Salesforce position peaked at $657M in Q3 2021.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Meritage Group's 13F filing for Q3 2024, filed 15 Nov 2024.