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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

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 202401M2M02k4k6k8k
Value ($)Share countHistorical CRM position of Core Wealth Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly 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