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Selective Wealth Management, Inc. → CRM
Selective Wealth Management, Inc. CRM Position History
Salesforce, Inc. • Technology
Quarters held
4
Latest value
$4.7M
Q3 2026
Peak value
$5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3.3M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 19.2K | — | — |
| Q2 2026 | $3.3M | 19.2K | — | — |
| Q1 2026 | $3.6M | 19.6K | — | — |
| Q4 2025 | $5M | 21.2K | — | — |