salesforce shares owned by Aviso Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Aviso Wealth Management
from 13F filings
Historical chart of Aviso Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Aviso Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Aviso Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $852k | 3.6k | 237.00 |
| 2025-06-30 | $783k | 2.9k | 272.64 |
| 2025-03-31 | $740k | 2.8k | 268.40 |
| 2024-12-31 | $902k | 2.7k | 334.38 |
| 2024-09-30 | $719k | 2.6k | 273.74 |
| 2024-06-30 | $791k | 3.1k | 257.12 |