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Revisor Wealth Management LLC → CRM
Revisor Wealth Management LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
4
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.9M |
| Q1 2026 | $4.8M |
| Q2 2026 | $4M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 25.3K | — | — |
| Q2 2026 | $4M | 25.5K | — | — |
| Q1 2026 | $4.8M | 25.6K | — | — |
| Q4 2025 | $5.9M | 25.6K | — | — |