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CORRECT CAPITAL WEALTH MANAGEMENT → CRM
CORRECT CAPITAL WEALTH MANAGEMENT CRM Position History
Salesforce, Inc. • Technology
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q4 2025 | $3.8M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 18.0K | — | — |
| Q2 2026 | $3M | 19.2K | — | — |
| Q1 2026 | $3.6M | 19.4K | — | — |
| Q4 2025 | $3.8M | 14.4K | — | — |
| Q3 2025 | $3.2M | 13.5K | — | — |
Other funds holding CRM
Other CORRECT CAPITAL WEALTH MANAGEMENT positions
ETHA
$95.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$89.7MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
JPM-PM
$83.8MJPMORGAN ACTIVE GROWTH ETF
JPM-PM
$71.4MJPMORGAN ACTIVE GROWTH ETF
ETHA
$64.8MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SPY
$42.2MSTATE STR SPDR S&P 500 ETF TR TR UNIT
FIS
$40.9MFIDELITY TOTAL BOND ETF
FIS
$40MFIDELITY TOTAL BOND ETF