salesforce shares owned by Meridian Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Meridian Wealth Advisors
from 13F filings
Historical chart of Meridian Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Meridian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 21k | 237.00 |
| 2025-06-30 | $5.7M | 21k | 272.68 |
| 2025-03-31 | $5.3M | 20k | 268.36 |
| 2024-12-31 | $6.6M | 20k | 334.33 |
| 2024-09-30 | $5.4M | 20k | 273.72 |
| 2024-06-30 | $5.0M | 19k | 257.10 |
| 2024-03-31 | $5.8M | 19k | 301.18 |
| 2023-12-31 | $4.9M | 19k | 263.14 |
| 2023-09-30 | $3.8M | 19k | 202.78 |
| 2023-06-30 | $3.9M | 18k | 211.26 |
| 2023-03-31 | $3.5M | 18k | 199.78 |
| 2022-12-31 | $2.0M | 15k | 132.59 |
| 2022-09-30 | $1.8M | 13k | 143.83 |
| 2022-06-30 | $2.3M | 14k | 165.05 |
| 2022-03-31 | $2.8M | 13k | 212.30 |
| 2021-12-31 | $2.9M | 12k | 254.17 |
| 2021-09-30 | $3.0M | 11k | 271.20 |
| 2021-06-30 | $2.6M | 11k | 244.27 |
| 2021-03-31 | $2.1M | 9.9k | 211.82 |
| 2020-12-31 | $2.1M | 9.2k | 222.56 |
| 2020-09-30 | $2.1M | 8.5k | 251.30 |
| 2020-06-30 | $1.6M | 8.5k | 187.38 |
| 2020-03-31 | $901k | 6.3k | 144.04 |
| 2019-12-31 | $1.1M | 6.8k | 162.61 |
| 2019-09-30 | $970k | 6.5k | 148.41 |
| 2019-06-30 | $987k | 6.5k | 152.15 |
| 2019-03-31 | $1.0M | 6.5k | 158.31 |
| 2018-12-31 | $844k | 6.2k | 137.01 |