salesforce shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in salesforce
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Quarterly reported holdings in salesforce by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 7.7k | 273.71 |
| 2024-06-30 | $2.0M | 7.7k | 257.10 |
| 2024-03-31 | $2.3M | 7.6k | 301.18 |
| 2023-12-31 | $2.0M | 7.6k | 263.14 |
| 2023-09-30 | $1.5M | 7.5k | 202.78 |
| 2023-06-30 | $1.5M | 7.5k | 205.20 |
| 2023-03-31 | $1.4M | 6.8k | 199.78 |
| 2022-12-31 | $874k | 6.6k | 132.49 |
| 2021-12-31 | $2.0M | 7.8k | 254.08 |
| 2021-09-30 | $2.1M | 7.6k | 271.22 |
| 2021-06-30 | $1.9M | 7.6k | 244.31 |
| 2021-03-31 | $1.7M | 8.1k | 211.76 |
| 2020-12-31 | $1.7M | 7.9k | 222.56 |
| 2020-09-30 | $2.0M | 7.8k | 251.37 |
| 2020-06-30 | $1.4M | 7.7k | 187.31 |
| 2020-03-31 | $803k | 5.6k | 143.88 |