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salesforce shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 56k 263.14
2023-09-30 $13M 62k 202.78
2023-06-30 $14M 64k 211.26
2023-03-31 $11M 56k 199.78
2022-12-31 $7.5M 57k 132.59
2022-09-30 $8.6M 60k 143.82
2022-06-30 $9.5M 58k 165.17
2022-03-31 $8.3M 39k 212.32