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
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Quarterly reported holdings in salesforce by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.0M | 5.4k | 186.69 |
| 2025-06-30 | $1.0M | 3.7k | 272.68 |
| 2025-03-31 | $1.0M | 3.8k | 268.33 |
| 2024-12-31 | $1.2M | 3.7k | 334.36 |
| 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 |