MWM
CRM icon

Merriman Wealth Management’s Salesforce CRM Stock Holding History

Merriman 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
2021
Q1 		– Sell
-44,734
Closed -$9.96M – 191
2020
Q4 		$9.96M Buy
+44,734
New +$10.9M 1.07% 20
2020
Q2 		– Sell
-55,361
Closed -$7.97M – 166
2020
Q1 		$7.97M Buy
55,361
+8,822
+19% +$1.51M 1.73% 11
2019
Q4 		$7.57M Buy
46,539
+1,121
+2% +$176K 1.46% 20
2019
Q3 		$6.74M Buy
+45,418
New +$6.9M 1.36% 23

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Merriman Wealth Management's CRM Position: Q1 2021 in Review

Merriman Wealth Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 44,734 shares — an estimated $9.96M sold.

Merriman Wealth Management first reported a position in CRM in Q3 2019 and held it in 4 quarters. The position peaked at $9.96M in Q4 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Merriman Wealth Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 44,734 Salesforce shares in Q1 2021, an estimated $9.96M.
  • Merriman Wealth Management first reported a position in Salesforce in Q3 2019 and held it in 4 quarters.
  • Merriman Wealth Management's Salesforce position peaked at $9.96M in Q4 2020.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Merriman Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.