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Smith Group Asset Management, LLC → CRM
Smith Group Asset Management, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
4
Latest value
$43.3M
Q3 2026
Peak value
$43.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $436K |
| Q4 2025 | $1.1M |
| Q1 2026 | $766K |
| Q3 2026 | $43.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $43.3M | 188.8K | — | — |
| Q1 2026 | $766K | 4.1K | — | — |
| Q4 2025 | $1.1M | 4.1K | — | — |
| Q3 2025 | $436K | 1.8K | — | — |