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Elevated Private Wealth, LLC → CRM
Elevated Private Wealth, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
3
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q2 2026 | $1.5M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 12.3K | — | — |
| Q2 2026 | $1.5M | 9.4K | — | — |
| Q4 2025 | $1.5M | 5.6K | — | — |