salesforce shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in salesforce
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All positions including salesforce held by OneAscent Wealth Management 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 |
---|---|---|---|
2024-03-31 | $403k | 1.3k | 301.42 |
2023-12-31 | $403k | 1.5k | 263.40 |
2023-09-30 | $350k | 1.7k | 203.02 |
2023-06-30 | $404k | 1.9k | 211.19 |
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