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salesforce shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 63 301.59
2023-12-31 $14k 52 269.23
2023-09-30 $12k 59 196.43
2023-06-30 $9.0k 46 195.12
2023-03-31 $0 7 0.00
2022-12-31 $999 7 142.86
2022-09-30 $999 7 142.86
2022-06-30 $9.0k 57 157.89
2020-12-31 $87k 391 222.51