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Advisory Resource Group CRM Position History
Salesforce, Inc. • Technology
Quarters held
3
Latest value
$9.3M
Q3 2026
Peak value
$9.3M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $6.6M |
| Q2 2026 | $6.1M |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 40.3K | — | — |
| Q2 2026 | $6.1M | 38.7K | — | — |
| Q1 2026 | $6.6M | 35.6K | — | — |