salesforce shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 4.4k | 273.71 |
| 2024-06-30 | $1.7M | 6.5k | 257.10 |
| 2024-03-31 | $1.2M | 4.1k | 301.18 |
| 2023-12-31 | $1.2M | 4.5k | 263.14 |
| 2023-09-30 | $686k | 3.4k | 202.78 |
| 2023-06-30 | $760k | 3.6k | 211.26 |
| 2023-03-31 | $733k | 3.7k | 199.78 |
| 2022-12-31 | $465k | 3.5k | 132.59 |
| 2022-09-30 | $530k | 3.7k | 143.90 |
| 2022-06-30 | $642k | 3.9k | 165.17 |
| 2022-03-31 | $853k | 4.0k | 212.35 |
| 2021-12-31 | $948k | 3.7k | 254.02 |
| 2021-09-30 | $994k | 3.7k | 271.21 |
| 2021-06-30 | $881k | 3.6k | 244.38 |
| 2021-03-31 | $764k | 3.6k | 211.93 |
| 2020-12-31 | $802k | 3.6k | 222.47 |