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salesforce shares owned by Meritas Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Meritas Wealth Management from 13F filings

Historical chart of Meritas Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Meritas Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 1.4k 237.00

More positions owned by Meritas Wealth Management

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Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Sentinelone Cl A (S)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl High Profit (DIHP)
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Microsoft Corporation (MSFT)
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Oracle Corporation (ORCL)

View all positions for Meritas Wealth Management

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