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salesforce shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 13k 273.71
2024-06-30 $5.2M 20k 257.11
2024-03-31 $4.2M 14k 301.18
2023-12-31 $3.0M 12k 263.14
2023-09-30 $2.2M 11k 202.78
2023-06-30 $1.2M 5.9k 211.26
2023-03-31 $1.8M 9.2k 199.78
2022-12-31 $916k 6.9k 132.59
2022-09-30 $4.3M 30k 143.86
2022-06-30 $3.9M 24k 165.03
2022-03-31 $5.1M 24k 212.35
2021-12-31 $5.8M 23k 254.10