salesforce shares owned by AGH Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by AGH Wealth Advisors
from 13F filings
Historical chart of AGH Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by AGH Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by AGH Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $624k | 2.6k | 237.00 |
| 2025-06-30 | $828k | 3.0k | 272.69 |
| 2025-03-31 | $822k | 3.1k | 268.36 |
| 2024-12-31 | $954k | 2.9k | 334.33 |