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salesforce shares owned by Copia Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0k 17 237.00
2025-06-30 $4.6k 17 272.71
2025-03-31 $4.6k 17 268.35

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