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
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |