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Sendero Wealth Management, LLC → CRM
Sendero Wealth Management, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
8
Latest value
$11.7M
Q3 2026
Peak value
$11.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $65K |
| Q4 2025 | $9.2M |
| Q1 2026 | $73K |
| Q1 2026 | $9.9M |
| Q2 2026 | $9.6M |
| Q2 2026 | $30K |
| Q3 2026 | $44K |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 50.8K | — | — |
| Q3 2026 | $44K | 193 | — | — |
| Q2 2026 | $30K | 190 | — | — |
| Q2 2026 | $9.6M | 61.1K | — | — |
| Q1 2026 | $9.9M | 52.9K | — | — |
| Q1 2026 | $73K | 392 | — | — |
| Q4 2025 | $9.2M | 34.7K | — | — |
| Q4 2025 | $65K | 245 | — | — |