Meritage Portfolio Management’s Salesforce CRM Stock Holding History

Meritage Portfolio Management’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
2025 Q4	$370K	Sell	1,396 -346	-20%	-$86K	0.02%	254
2025 Q3	$413K	Sell	1,742 -115	-6%	-$29K	0.03%	250
2025 Q2	$506K	Sell	1,857 -61	-3%	-$16.3K	0.03%	239
2025 Q1	$515K	Sell	1,918 -18,691	-91%	-$5.81M	0.03%	237
2024 Q4	$6.89M	Sell	20,609 -438	-2%	-$140K	0.43%	64
2024 Q3	$5.76M	Sell	21,047 -298	-1%	-$76.3K	0.35%	82
2024 Q2	$5.49M	Buy	21,345 +52	+0.2%	+$13.9K	0.35%	85
2024 Q1	$6.41M	Sell	21,293 -1,374	-6%	-$396K	0.41%	72
2023 Q4	$5.96M	Buy	+22,667	New	+$5.13M	0.39%	76

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meritage Portfolio Management's CRM Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Salesforce (CRM) stake by 20% in Q4 2025, selling an estimated $86K and leaving 1,396 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #254.

Meritage Portfolio Management first reported a position in CRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.89M in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Meritage Portfolio Management held 1,396 shares of Salesforce worth $370K as of Q4 2025.
Meritage Portfolio Management sold 346 Salesforce shares in Q4 2025, an estimated $86K.
Salesforce made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #254 holding.
Meritage Portfolio Management first reported a position in Salesforce in Q4 2023 and has held it in 9 quarters since.
Meritage Portfolio Management's Salesforce position peaked at $6.89M in Q4 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.