Meyer Handelman Company’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.75M Sell
14,710
-13,506
-48% -$2.8M 0.09% 116
2025
Q4
$7.47M Sell
28,216
-280
-1% -$69.6K 0.23% 84
2025
Q3
$6.75M Sell
28,496
-2,265
-7% -$571K 0.21% 91
2025
Q2
$8.39M Sell
30,761
-929
-3% -$248K 0.28% 81
2025
Q1
$8.5M Sell
31,690
-146
-0.5% -$45.4K 0.3% 79
2024
Q4
$10.6M Sell
31,836
-245
-0.8% -$78.2K 0.37% 66
2024
Q3
$8.78M Sell
32,081
-3,010
-9% -$771K 0.3% 80
2024
Q2
$9.02M Buy
35,091
+46
+0.1% +$12.3K 0.32% 75
2024
Q1
$10.6M Buy
35,045
+15
+0% +$4.33K 0.37% 71
2023
Q4
$9.22M Buy
35,030
+70
+0.2% +$15.8K 0.36% 76
2023
Q3
$7.09M Buy
34,960
+1,500
+4% +$324K 0.29% 82
2023
Q2
$7.07M Sell
33,460
-510
-2% -$104K 0.29% 86
2023
Q1
$6.79M Buy
33,970
+40
+0.1% +$6.76K 0.28% 88
2022
Q4
$4.5M Sell
33,930
-785
-2% -$115K 0.19% 105
2022
Q3
$4.99M Hold
34,715
0.23% 97
2022
Q2
$5.73M Buy
34,715
+4,800
+16% +$848K 0.25% 93
2022
Q1
$6.35M Buy
29,915
+7,925
+36% +$1.71M 0.24% 94
2021
Q4
$5.59M Sell
21,990
-1,072
-5% -$301K 0.21% 96
2021
Q3
$6.25M Buy
23,062
+1,650
+8% +$419K 0.26% 90
2021
Q2
$5.23M Buy
21,412
+5,910
+38% +$1.36M 0.21% 99
2021
Q1
$3.29M Buy
15,502
+9,130
+143% +$2.03M 0.14% 114
2020
Q4
$1.42M Buy
+6,372
New +$1.55M 0.06% 130

Other funds holding CRM

Meyer Handelman Company's CRM Position: Q1 2026 in Review

Meyer Handelman Company reduced its Salesforce (CRM) stake by 48% in Q1 2026, selling an estimated $2.8M and leaving 14,710 shares worth $2.75M. The position accounts for 0.09% of the portfolio, ranked #116.

Meyer Handelman Company first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Meyer Handelman Company held 14,710 shares of Salesforce worth $2.75M as of Q1 2026.
  • Meyer Handelman Company sold 13,506 Salesforce shares in Q1 2026, an estimated $2.8M.
  • Salesforce made up 0.09% of Meyer Handelman Company's portfolio in Q1 2026, its #116 holding.
  • Meyer Handelman Company first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Meyer Handelman Company's Salesforce position peaked at $10.6M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.