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Creative Planning CRM Position History
Salesforce, Inc. • Technology
Quarters held
10
Latest value
$94.4M
Q3 2026
Peak value
$94.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $71.6M |
| Q3 2025 | $1.6M |
| Q4 2025 | $84.7M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $70.2M |
| Q2 2026 | $880K |
| Q2 2026 | $51.9M |
| Q3 2026 | $1.2M |
| Q3 2026 | $94.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $94.4M | 411.0K | — | — |
| Q3 2026 | $1.2M | 5.3K | — | — |
| Q2 2026 | $51.9M | 331.0K | — | — |
| Q2 2026 | $880K | 5.6K | — | — |
| Q1 2026 | $70.2M | 375.9K | — | — |
| Q1 2026 | $1.6M | 8.7K | — | — |
| Q4 2025 | $1.9M | 7.3K | — | — |
| Q4 2025 | $84.7M | 319.7K | — | — |
| Q3 2025 | $1.6M | 6.7K | — | — |
| Q3 2025 | $71.6M | 302.1K | — | — |