Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,282,457
-$902,488 QoQ
Shares Held
27,336
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#687
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $17,437,025 across 15 Software - Application names. CRM ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
38,767 | $4,426,416 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
27,336 | $4,282,457 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
6,437 | $2,415,934 | |
| 4 | FIG |
Figma, Inc.
|
126,832 | $2,294,390 | |
| 5 | UBER |
Uber Technologies, Inc
|
13,147 | $948,687 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,822 | $677,288 | |
| 7 | SAP |
Sap SE
|
3,372 | $519,658 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,688 | $378,027 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,282,457 | 27,336 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,184,945 | 27,776 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,121,805 | 23,109 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,966,949 | 25,177 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,473,387 | 23,739 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,229,172 | 23,212 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,403,050 | 25,134 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,494,864 | 23,729 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,882,190 | 22,879 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $5,881,705 | 22,352 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,265,680 | 21,036 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,332,520 | 20,508 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,415,737 | 22,103 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,658,429 | 20,050 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,505,093 | 24,368 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,699,229 | 16,355 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,785,001 | 13,117 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,638,125 | 14,316 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,231,586 | 11,915 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,999,349 | 8,185 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,200,879 | 5,668 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,674,983 | 7,527 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,756,726 | 6,990 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $780,416 | 4,166 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,553,544 | 10,790 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||