salesforce shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 6.3k | 301.18 |
| 2023-12-31 | $1.7M | 6.3k | 263.14 |
| 2023-09-30 | $1.3M | 6.3k | 202.78 |
| 2023-06-30 | $1.3M | 6.3k | 211.26 |
| 2023-03-31 | $1.3M | 6.6k | 199.78 |
| 2022-12-31 | $737k | 5.6k | 132.59 |
| 2022-09-30 | $978k | 6.8k | 143.78 |
| 2022-06-30 | $1.1M | 6.8k | 164.99 |
| 2022-03-31 | $1.5M | 7.0k | 212.28 |
| 2021-12-31 | $1.8M | 7.0k | 254.06 |
| 2021-09-30 | $1.9M | 7.0k | 271.16 |
| 2021-06-30 | $1.7M | 7.1k | 244.22 |
| 2021-03-31 | $1.3M | 6.4k | 211.79 |
| 2020-12-31 | $1.3M | 5.8k | 222.47 |
| 2020-09-30 | $1.3M | 5.1k | 251.32 |
| 2020-06-30 | $980k | 5.2k | 187.38 |
| 2020-03-31 | $736k | 5.1k | 144.06 |
| 2019-12-31 | $609k | 3.7k | 162.75 |
| 2019-09-30 | $354k | 2.4k | 148.30 |
| 2019-06-30 | $340k | 2.4k | 141.61 |
| 2019-03-31 | $385k | 2.4k | 158.24 |
More positions owned by Keudell/Morrison Wealth Management
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