salesforce shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 2.2k | 239.83 |
| 2025-06-30 | $1.5M | 5.5k | 264.17 |
| 2025-03-31 | $1.2M | 4.7k | 255.40 |
| 2024-12-31 | $1.4M | 4.3k | 318.22 |
| 2024-09-30 | $901k | 3.1k | 288.51 |
| 2024-06-30 | $567k | 2.2k | 252.89 |
| 2024-03-31 | $380k | 1.4k | 270.27 |
| 2023-12-31 | $405k | 1.5k | 271.29 |
| 2023-09-30 | $336k | 1.6k | 209.77 |
| 2023-06-30 | $368k | 1.6k | 229.27 |
| 2023-03-31 | $247k | 1.3k | 191.42 |
| 2022-12-31 | $507k | 3.4k | 147.42 |
| 2022-09-30 | $399k | 2.7k | 146.53 |
| 2022-06-30 | $235k | 1.4k | 174.07 |
| 2022-03-31 | $316k | 1.5k | 212.37 |
| 2021-12-31 | $237k | 893 | 265.40 |
| 2021-09-30 | $231k | 833 | 277.31 |
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