salesforce shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $883k | 3.7k | 237.00 |
| 2025-06-30 | $988k | 3.6k | 272.69 |
| 2025-03-31 | $971k | 3.6k | 268.36 |
| 2024-12-31 | $1.2M | 3.6k | 334.33 |
| 2024-09-30 | $540k | 2.0k | 273.71 |
| 2024-06-30 | $512k | 2.0k | 257.10 |
| 2024-03-31 | $578k | 1.9k | 301.18 |
| 2023-12-31 | $512k | 1.9k | 263.12 |
| 2023-09-30 | $390k | 1.9k | 202.82 |
| 2023-06-30 | $405k | 1.9k | 211.26 |
| 2022-09-30 | $216k | 1.5k | 144.10 |
| 2022-06-30 | $202k | 1.2k | 165.17 |
| 2022-03-31 | $216k | 1.0k | 212.39 |
| 2021-12-31 | $361k | 1.4k | 254.23 |
| 2021-09-30 | $443k | 1.6k | 271.28 |
| 2021-06-30 | $337k | 1.4k | 244.56 |
| 2021-03-31 | $411k | 1.9k | 211.86 |
| 2020-12-31 | $390k | 1.8k | 222.48 |
| 2020-09-30 | $441k | 1.8k | 251.57 |
More positions owned by Connecticut Wealth Management
View all positions for Connecticut Wealth Management