salesforce shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in salesforce
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All positions including salesforce held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $285k | 1.0k | 273.78 |
| 2024-06-30 | $257k | 999 | 257.26 |
| 2024-03-31 | $666k | 2.2k | 301.09 |
| 2023-12-31 | $459k | 1.7k | 263.04 |
| 2023-09-30 | $304k | 1.5k | 202.94 |
| 2020-06-30 | $490k | 2.6k | 187.17 |