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Vest Financial, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
10
Latest value
$5.9M
Q3 2026
Peak value
$71.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $40.4M |
| Q3 2025 | $4.8M |
| Q4 2025 | $55.5M |
| Q4 2025 | $6.4M |
| Q1 2026 | $51.9M |
| Q1 2026 | $4.3M |
| Q2 2026 | $54.4M |
| Q2 2026 | $4.2M |
| Q3 2026 | $71.1M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 25.5K | — | — |
| Q3 2026 | $71.1M | 309.8K | — | — |
| Q2 2026 | $4.2M | 26.6K | — | — |
| Q2 2026 | $54.4M | 347.3K | — | — |
| Q1 2026 | $4.3M | 23.0K | — | — |
| Q1 2026 | $51.9M | 278.1K | — | — |
| Q4 2025 | $6.4M | 24.1K | — | — |
| Q4 2025 | $55.5M | 209.5K | — | — |
| Q3 2025 | $4.8M | 20.1K | — | — |
| Q3 2025 | $40.4M | 170.5K | — | — |