Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Merit Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 30,521
Value: $4.78M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,521	$4.78M	<0.1%	−56,057−64.7%	Reduced	Holders
Q1 2026	86,578	$16.2M	0.1%	+53,349+160.5%	Added	Holders
Q4 2025	33,229	$8.80M	0.1%	+4,634+16.2%	Added	Holders
Q3 2025	28,595	$6.78M	0.1%	−5,918−17.1%	Reduced	Holders
Q2 2025	34,513	$9.41M	0.1%	+8,967+35.1%	Added	Holders
Q1 2025	25,546	$6.86M	0.1%	+5,965+30.5%	Added	Holders
Q4 2024	19,581	$6.55M	0.1%	+7,499+62.1%	Added	Holders
Q3 2024	12,082	$3.31M	0.1%	−4,271−26.1%	Reduced	Holders
Q2 2024	16,353	$4.20M	0.1%	+532+3.4%	Added	Holders
Q1 2024	15,821	$4.33M	0.1%	+8,187+107.2%	Added	Holders
Q4 2023	7,634	$2.01M	0.1%	−7,443−49.4%	Reduced	Holders
Q3 2023	15,077	$3.06M	0.1%	+2,564+20.5%	Added	Holders
Q2 2023	12,513	$2.64M	0.1%	+1,926+18.2%	Added	Holders
Q1 2023	10,587	$2.12M	0.1%	+785+8.0%	Added	Holders
Q4 2022	9,802	$1.30M	<0.1%	+418+4.5%	Added	Holders
Q3 2022	9,384	$1.35M	0.1%	−2,488−21.0%	Reduced	Holders
Q2 2022	11,872	$1.96M	0.1%	+7,153+151.6%	Added	Holders
Q1 2022	4,719	$1.00M	0.1%	+672+16.6%	Added	Holders
Q4 2021	4,047	$1.03M	0.1%	+267+7.1%	Added	Holders
Q3 2021	3,780	$1.02M	0.1%	+54+1.4%	Added	Holders
Q2 2021	3,726	$910.0K	0.1%	+88+2.4%	Added	Holders
Q1 2021	3,638	$771.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.