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Meriwether Wealth & Planning’s Salesforce CRM Stock Holding History

Meriwether Wealth & Planning’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 		– Sell
-1,106
Closed -$206K – 125
2026
Q1 		$206K Buy
1,106
+90
+9% +$18.6K 0.11% 121
2025
Q4 		$269K Sell
1,016
-104
-9% -$25.8K 0.15% 92
2025
Q3 		$265K Buy
1,120
+155
+16% +$39.1K 0.15% 93
2025
Q2 		$263K Buy
965
+7
+0.7% +$1.87K 0.16% 96
2025
Q1 		$257K Buy
958
+9
+0.9% +$2.8K 0.17% 96
2024
Q4 		$317K Buy
+949
New +$303K 0.23% 81

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Meriwether Wealth & Planning's CRM Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,106 shares — an estimated $206K sold.

Meriwether Wealth & Planning first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $317K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meriwether Wealth & Planning reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 1,106 Salesforce shares in Q2 2026, an estimated $206K.
  • Meriwether Wealth & Planning first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
  • Meriwether Wealth & Planning's Salesforce position peaked at $317K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.