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Blue Zone Wealth Advisors, LLC → CRM
Blue Zone Wealth Advisors, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
4
Latest value
$8.6M
Q3 2026
Peak value
$10.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.2M |
| Q1 2026 | $7.2M |
| Q2 2026 | $5.9M |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 37.3K | — | — |
| Q2 2026 | $5.9M | 38.0K | — | — |
| Q1 2026 | $7.2M | 38.5K | — | — |
| Q4 2025 | $10.2M | 38.3K | — | — |