MWM
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Meritas Wealth Management’s Salesforce CRM Stock Holding History

Meritas Wealth 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
2026
Q2 		$279K Buy
1,782
+400
+29% +$70.3K 0.11% 50
2026
Q1 		$258K Hold
1,382
– – 0.12% 53
2025
Q4 		$366K Hold
1,382
– – 0.18% 42
2025
Q3 		$328K Buy
+1,382
New +$349K 0.16% 43

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Meritas Wealth Management's CRM Position: Q2 2026 in Review

Meritas Wealth Management increased its Salesforce (CRM) stake by 29% in Q2 2026, buying an estimated $70.3K and bringing the position to 1,782 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #50.

Meritas Wealth Management first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meritas Wealth Management held 1,782 shares of Salesforce worth $279K as of Q2 2026.
  • Meritas Wealth Management bought 400 Salesforce shares in Q2 2026, an estimated $70.3K.
  • Salesforce made up 0.11% of Meritas Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Meritas Wealth Management first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Meritas Wealth Management's Salesforce position peaked at $366K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.