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salesforce shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $5.1M 35k 143.83
2022-06-30 $3.9M 23k 172.02
2022-03-31 $5.4M 25k 211.53
2021-12-31 $5.3M 21k 255.29
2021-09-30 $6.1M 23k 269.66
2021-06-30 $5.5M 23k 244.25
2021-03-31 $4.0M 19k 211.86
2020-12-31 $3.3M 15k 222.51
2020-09-30 $3.2M 13k 251.32
2020-06-30 $2.5M 13k 192.35
2020-03-31 $1.9M 14k 134.45
2019-12-31 $2.1M 13k 162.71
2019-09-30 $1.9M 13k 147.67
2019-06-30 $2.2M 14k 152.84
2019-03-31 $2.3M 14k 161.41
2018-12-31 $2.1M 14k 147.12
2018-06-30 $1.9M 14k 136.40
2017-03-31 $1.0M 13k 82.45