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HERITAGE INVESTORS MANAGEMENT CORP → CRM
HERITAGE INVESTORS MANAGEMENT CORP CRM Position History
Salesforce, Inc. • Technology
Quarters held
5
Latest value
$44.7M
Q3 2026
Peak value
$50.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $44.3M |
| Q4 2025 | $50.7M |
| Q1 2026 | $36.6M |
| Q2 2026 | $31.4M |
| Q3 2026 | $44.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44.7M | 194.5K | — | — |
| Q2 2026 | $31.4M | 200.6K | — | — |
| Q1 2026 | $36.6M | 196.3K | — | — |
| Q4 2025 | $50.7M | 191.4K | — | — |
| Q3 2025 | $44.3M | 187.1K | — | — |