Meritage Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $26.3M | Sell |
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|
2023
Q4 | $275M | Buy |
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|
2023
Q3 | $211M | Sell |
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|
2023
Q2 | $340M | Sell |
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|
2023
Q1 | $481M | Buy |
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|
2022
Q4 | $317M | Buy |
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|
2022
Q3 | $261M | Buy |
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|
2022
Q2 | $295M | Sell |
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|
2022
Q1 | $506M | Sell |
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|
2021
Q4 | $606M | Sell |
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|
2021
Q3 | $657M | Sell |
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|
2021
Q2 | $602M | Buy |
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|
2021
Q1 | $466M | Buy |
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|
2020
Q4 | $291M | Sell |
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|
2020
Q3 | $399M | Sell |
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|
2020
Q2 | $322M | Buy |
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|
2020
Q1 | $143M | Buy |
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|
2019
Q4 | $126M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.22M | Buy |
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