salesforce shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Aprio Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $796k | 2.9k | 273.71 |
2024-06-30 | $592k | 2.3k | 257.10 |
2024-03-31 | $682k | 2.3k | 301.18 |
2023-12-31 | $438k | 1.7k | 263.14 |
2023-09-30 | $237k | 1.2k | 202.78 |