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
2020 Q4	$9.96M	Buy
2020 Q2	–	Sell
2020 Q1	$7.97M	Buy
2019 Q4	$7.57M	Buy
2019 Q3	$6.74M	Buy