Meridian Financial Partners LLC

Position in CRM — Salesforce, Inc.

CIK 1763722 WARRENTON, VA

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$728,469

-$208,987 QoQ

Shares Held

4,650

-7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,367

of 2,451 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Meridian Financial Partners LLC holds $1,712,630 across 3 Software - Application names. CRM ranks #2 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	2,250	$761,377
2	CRM	Salesforce, Inc. This page	4,650	$728,469
3	NOW	ServiceNow, Inc.	2,244	$222,784

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$728,469	4,650	-7.4%	Shares	Sole	2026-07-24
2026-03-31	$937,456	5,022	+2.5%	Shares	Sole	2026-04-15
2025-12-31	$1,298,323	4,901	+0.9%	Shares	Sole	2026-02-05
2025-09-30	$1,151,583	4,859	+3.8%	Shares	Sole	2025-10-20
2025-06-30	$1,277,007	4,683	+4.3%	Shares	Sole	2025-08-07
2025-03-31	$1,205,473	4,492	+1.8%	Shares	Sole	2025-04-14
2024-12-31	$1,475,732	4,414	+0.4%	Shares	Sole	2025-01-14
2024-09-30	$1,202,955	4,395	+1.5%	Shares	Sole	2024-10-17
2024-06-30	$1,113,500	4,331	+8.7%	Shares	Sole	2024-07-19
2024-03-31	$1,200,202	3,985	-1.2%	Shares	Sole	2024-04-17
2023-12-31	$1,061,769	4,035	+2.1%	Shares	Sole	2024-01-19
2023-09-30	$801,589	3,953	-1.1%	Shares	Sole	2023-10-20
2023-06-30	$844,617	3,998	+2.3%	Shares	Sole	2023-07-24
2023-03-31	$780,740	3,908	+2.1%	Shares	Sole	2023-04-19
2022-12-31	$507,289	3,826	-1.0%	Shares	Sole	2023-01-20
2022-09-30	$556,085	3,866	+15.4%	Shares	Sole	2022-10-24
2022-06-30	$552,884	3,350	+11.9%	Shares	Sole	2022-07-29
2022-03-31	$635,898	2,995	+27.0%	Shares	Sole	2022-05-02
2021-12-31	$599,238	2,358	+23.1%	Shares	Sole	2022-01-27
2021-09-30	$519,657	1,916	+21.0%	Shares	Sole	2021-10-25
2021-06-30	$386,923	1,584	+25.3%	Shares	Sole	2021-07-21
2021-03-31	$267,803	1,264	+25.5%	Shares	Sole	2021-04-21
2020-12-31	$224,087	1,007	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.