salesforce shares owned by Archvest Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Archvest Wealth Advisors
from 13F filings
Historical chart of Archvest Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Archvest Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $280k | 836 | 334.33 |
| 2024-09-30 | $229k | 836 | 273.71 |
| 2024-06-30 | $214k | 836 | 256.21 |
| 2024-03-31 | $253k | 836 | 302.26 |
| 2023-12-31 | $220k | 836 | 263.14 |
| 2021-12-31 | $212k | 835 | 253.89 |