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Strategic Wealth Investment Group, LLC → CRM
Strategic Wealth Investment Group, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
5
Latest value
$13.2M
Q3 2026
Peak value
$18.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.8M |
| Q4 2025 | $15.1M |
| Q1 2026 | $11.7M |
| Q2 2026 | $9.6M |
| Q3 2026 | $13.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.2M | 57.6K | — | — |
| Q2 2026 | $9.6M | 61.4K | — | — |
| Q1 2026 | $11.7M | 62.5K | — | — |
| Q4 2025 | $15.1M | 57.1K | — | — |
| Q3 2025 | $18.8M | 79.5K | — | — |