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Meriwether Wealth & Planning’s Salesforce CRM Stock Holding History

Meriwether Wealth & Planning’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$263K Buy
965
+7
+0.7% +$1.91K 0.16% 96
2025
Q1 		$257K Buy
958
+9
+0.9% +$2.42K 0.17% 96
2024
Q4 		$317K Buy
+949
New +$317K 0.23% 81