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salesforce shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $15k 53 272.70
2025-03-31 $14k 53 268.36
2024-12-31 $18k 53 334.32

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View all positions for Centricity Wealth Management

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