salesforce shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.3M | 8.4k | 273.71 |
2024-06-30 | $2.1M | 8.1k | 257.10 |
2024-03-31 | $2.7M | 9.1k | 301.18 |
2021-12-31 | $6.0k | 25 | 240.00 |