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 Q3	$413K	Sell
2025 Q2	$506K	Sell
2025 Q1	$515K	Sell
2024 Q4	$6.89M	Sell
2024 Q3	$5.76M	Sell
2024 Q2	$5.49M	Buy
2024 Q1	$6.41M	Sell
2023 Q4	$5.96M	Buy