salesforce shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Consilio Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $290k | 964 | 301.18 |
2023-12-31 | $236k | 896 | 263.14 |