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
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Quarterly reported holdings in salesforce by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.4k | 236.98 |
| 2025-06-30 | $1.5M | 5.4k | 272.66 |
| 2025-03-31 | $1.3M | 5.4k | 250.45 |
| 2024-12-31 | $718k | 2.1k | 334.57 |
| 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 |
More positions owned by Confluence Wealth Services
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