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salesforce shares owned by Blue Zone Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Blue Zone Wealth Advisors from 13F filings

Historical chart of Blue Zone Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Blue Zone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 25k 301.18
2023-12-31 $7.0M 27k 263.14
2023-09-30 $5.4M 27k 202.78
2023-06-30 $5.6M 27k 211.26
2023-03-31 $5.3M 26k 199.78
2022-12-31 $3.5M 26k 132.59
2022-09-30 $3.8M 26k 143.85
2022-06-30 $4.5M 27k 165.03
2022-03-31 $5.7M 27k 212.33
2021-12-31 $6.1M 24k 254.14
2021-09-30 $6.5M 24k 271.24
2021-06-30 $5.2M 21k 244.25
2021-03-31 $4.3M 20k 211.89
2020-12-31 $4.1M 18k 222.53
2020-09-30 $1.0M 4.2k 251.38
2020-06-30 $973k 5.2k 187.40