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RBA Wealth Management, LLC → CRM
RBA Wealth Management, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
5
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q4 2025 | $4.7M |
| Q1 2026 | $5M |
| Q2 2026 | $4M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 27.2K | — | — |
| Q2 2026 | $4M | 25.3K | — | — |
| Q1 2026 | $5M | 26.6K | — | — |
| Q4 2025 | $4.7M | 17.7K | — | — |
| Q3 2025 | $4.1M | 17.5K | — | — |