Meritage Portfolio Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
1,857
-61
| -3% | -$16.6K | 0.03% | 239 |
|
|
2025
Q1 | $515K | Sell |
1,918
-18,691
| -91% | -$5.02M | 0.03% | 237 |
|
|
2024
Q4 | $6.89M | Sell |
20,609
-438
| -2% | -$146K | 0.43% | 64 |
|
|
2024
Q3 | $5.76M | Sell |
21,047
-298
| -1% | -$81.6K | 0.35% | 82 |
|
|
2024
Q2 | $5.49M | Buy |
21,345
+52
| +0.2% | +$13.4K | 0.35% | 85 |
|
|
2024
Q1 | $6.41M | Sell |
21,293
-1,374
| -6% | -$414K | 0.41% | 72 |
|
|
2023
Q4 | $5.97M | Buy |
+22,667
| New | +$5.97M | 0.39% | 76 |
|