salesforce shares owned by SFG Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by SFG Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $316k | 1.0k | 301.18 |
2023-12-31 | $270k | 1.0k | 263.14 |
2023-09-30 | $208k | 1.0k | 202.78 |
2023-06-30 | $217k | 1.0k | 211.26 |
2023-03-31 | $205k | 1.0k | 199.78 |
2022-03-31 | $251k | 1.2k | 212.71 |
2021-12-31 | $294k | 1.2k | 254.55 |