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CFC Planning Co LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $3M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 14.7K | — | — |
| Q2 2026 | $2M | 13.1K | — | — |
| Q1 2026 | $2.6M | 13.7K | — | — |
| Q4 2025 | $3M | 11.2K | — | — |
| Q3 2025 | $2.5M | 10.5K | — | — |