salesforce shares owned by AE Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $45M | 160k | 279.94 |
| 2023-09-30 | $27M | 133k | 202.78 |
| 2023-06-30 | $21M | 99k | 211.26 |
| 2023-03-31 | $19M | 96k | 199.78 |
| 2022-12-31 | $12M | 90k | 132.59 |
| 2022-09-30 | $13M | 87k | 143.84 |
| 2022-06-30 | $7.1M | 43k | 165.04 |
| 2022-03-31 | $8.7M | 41k | 212.32 |
| 2021-12-31 | $11M | 43k | 254.14 |
| 2021-09-30 | $12M | 45k | 271.23 |
| 2021-06-30 | $8.3M | 34k | 244.26 |
| 2021-03-31 | $12M | 55k | 211.88 |
| 2020-12-31 | $9.8M | 44k | 222.53 |
| 2020-09-30 | $10M | 40k | 251.31 |
| 2020-06-30 | $6.3M | 34k | 187.34 |
| 2020-03-31 | $3.8M | 27k | 143.97 |
| 2019-12-31 | $3.1M | 19k | 162.66 |
| 2019-09-30 | $2.3M | 16k | 148.43 |
| 2019-06-30 | $2.2M | 15k | 151.71 |
| 2019-03-31 | $905k | 5.7k | 158.44 |
| 2018-12-31 | $431k | 3.1k | 137.09 |
| 2018-09-30 | $318k | 2.0k | 159.24 |