salesforce shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Consilium Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Consilium Wealth Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 3.7k | 273.73 |
2024-06-30 | $761k | 3.0k | 257.09 |
2024-03-31 | $1.3M | 4.2k | 301.18 |
2023-12-31 | $1.0M | 4.0k | 263.14 |
2023-09-30 | $747k | 3.7k | 202.78 |
2023-06-30 | $712k | 3.4k | 211.26 |
2023-03-31 | $550k | 2.8k | 199.78 |
2022-12-31 | $374k | 2.8k | 132.59 |
2022-09-30 | $590k | 4.1k | 143.90 |
2022-06-30 | $544k | 3.3k | 165.00 |
2022-03-31 | $790k | 3.7k | 212.37 |
2021-12-31 | $1.1M | 4.5k | 254.06 |