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salesforce shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $589k 2.2k 273.62
2024-06-30 $646k 2.5k 257.11
2024-03-31 $634k 2.1k 301.18
2023-12-31 $509k 1.9k 263.14
2023-09-30 $448k 2.2k 202.78
2023-06-30 $394k 1.9k 211.26
2023-03-31 $393k 2.0k 199.78
2022-09-30 $223k 1.6k 143.59
2022-06-30 $345k 1.8k 186.69
2022-03-31 $314k 1.5k 212.16
2021-12-31 $361k 1.4k 253.69