salesforce shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.0M | 4.9k | 211.26 |
| 2023-03-31 | $910k | 4.6k | 199.78 |
| 2022-12-31 | $493k | 3.7k | 132.59 |
| 2022-09-30 | $523k | 3.6k | 143.88 |
| 2022-06-30 | $607k | 3.7k | 165.04 |
| 2022-03-31 | $747k | 3.5k | 212.46 |
| 2021-12-31 | $133k | 525 | 253.33 |
| 2021-09-30 | $151k | 557 | 271.10 |
| 2021-06-30 | $98k | 400 | 245.00 |
| 2021-03-31 | $64k | 300 | 213.33 |
| 2020-12-31 | $71k | 318 | 223.27 |
| 2020-09-30 | $24k | 97 | 247.42 |
| 2020-06-30 | $80k | 427 | 187.35 |
| 2020-03-31 | $71k | 492 | 144.31 |
| 2019-12-31 | $23k | 144 | 159.72 |
More positions owned by BerganKDV Wealth Management
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