Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Meriwether Wealth & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,106−100.0% | Sold out | Holders |
| Q1 2026 | 1,106 | $206.5K | 0.1% | +90+8.9% | Added | Holders |
| Q4 2025 | 1,016 | $269.1K | 0.2% | −104−9.3% | Reduced | Holders |
| Q3 2025 | 1,120 | $265.4K | 0.2% | +155+16.1% | Added | Holders |
| Q2 2025 | 965 | $263.1K | 0.2% | +7+0.7% | Added | Holders |
| Q1 2025 | 958 | $257.1K | 0.2% | +9+0.9% | Added | Holders |
| Q4 2024 | 949 | $317.3K | 0.2% | – | No prior filing | Holders |