salesforce shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $860k | 2.6k | 334.33 |
| 2024-09-30 | $726k | 2.7k | 273.71 |
| 2024-06-30 | $734k | 2.9k | 257.10 |
| 2024-03-31 | $906k | 3.0k | 301.18 |
| 2023-12-31 | $802k | 3.0k | 263.14 |
| 2023-09-30 | $622k | 3.1k | 202.78 |
| 2023-06-30 | $871k | 4.1k | 211.26 |
| 2023-03-31 | $836k | 4.2k | 199.78 |
| 2022-12-31 | $442k | 3.3k | 132.59 |
| 2022-09-30 | $474k | 3.3k | 143.85 |
| 2022-06-30 | $542k | 3.3k | 165.09 |
| 2022-03-31 | $1.0M | 4.7k | 212.38 |
| 2021-12-31 | $3.4M | 13k | 254.12 |
| 2021-09-30 | $2.9M | 11k | 271.18 |
| 2021-06-30 | $2.7M | 11k | 244.31 |
| 2021-03-31 | $1.8M | 8.6k | 211.93 |
| 2020-12-31 | $1.3M | 5.9k | 222.51 |
| 2020-09-30 | $799k | 3.2k | 251.18 |
| 2020-06-30 | $572k | 3.1k | 187.30 |
| 2020-03-31 | $444k | 3.1k | 144.02 |
| 2019-12-31 | $1.4M | 8.4k | 162.61 |
| 2019-09-30 | $1.3M | 8.4k | 148.39 |
| 2019-06-30 | $1.3M | 8.4k | 151.78 |
| 2019-03-31 | $1.4M | 8.6k | 158.42 |
| 2018-12-31 | $1.3M | 9.1k | 137.00 |
| 2018-09-30 | $1.3M | 8.0k | 159.09 |
| 2018-06-30 | $930k | 6.8k | 136.46 |