salesforce shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $390k | 1.9k | 202.73 |
2023-06-30 | $402k | 1.9k | 211.21 |
2023-03-31 | $409k | 2.0k | 199.74 |
2022-12-31 | $276k | 2.1k | 132.56 |
2022-09-30 | $266k | 1.8k | 143.94 |
2022-06-30 | $498k | 3.0k | 165.06 |
2022-03-31 | $640k | 3.0k | 212.13 |
2021-12-31 | $957k | 3.8k | 254.05 |
2021-09-30 | $1.0M | 3.8k | 271.11 |
2021-06-30 | $910k | 3.7k | 244.10 |
2021-03-31 | $809k | 3.7k | 217.01 |
2020-12-31 | $270k | 1.2k | 222.22 |