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Foster Victor Wealth Advisors, LLC → CRM
Foster Victor Wealth Advisors, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
4
Latest value
$24.6M
Q3 2026
Peak value
$24.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15.7M |
| Q1 2026 | $14.5M |
| Q2 2026 | $17.1M |
| Q3 2026 | $24.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.6M | 101.5K | — | — |
| Q2 2026 | $17.1M | 102.1K | — | — |
| Q1 2026 | $14.5M | 84.4K | — | — |
| Q4 2025 | $15.7M | 69.3K | — | — |