salesforce shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 1.5k | 237.00 |
| 2025-06-30 | $422k | 1.5k | 272.69 |
| 2025-03-31 | $416k | 1.5k | 268.36 |
| 2024-12-31 | $518k | 1.5k | 334.33 |
| 2024-09-30 | $424k | 1.5k | 273.71 |
| 2024-06-30 | $398k | 1.5k | 257.10 |
| 2024-03-31 | $467k | 1.5k | 301.18 |
| 2023-12-31 | $463k | 1.8k | 263.14 |
| 2023-09-30 | $357k | 1.8k | 202.78 |
| 2023-06-30 | $372k | 1.8k | 211.26 |
| 2023-03-31 | $352k | 1.8k | 199.78 |
| 2022-12-31 | $233k | 1.8k | 132.59 |
| 2022-09-30 | $253k | 1.8k | 143.75 |
| 2022-06-30 | $290k | 1.8k | 164.77 |
| 2022-03-31 | $374k | 1.8k | 212.50 |
| 2021-12-31 | $447k | 1.8k | 253.98 |
| 2021-09-30 | $477k | 1.8k | 271.02 |
| 2021-06-30 | $430k | 1.8k | 244.32 |
| 2021-03-31 | $373k | 1.8k | 211.93 |
| 2020-12-31 | $392k | 1.8k | 222.73 |
| 2020-09-30 | $442k | 1.8k | 251.14 |
| 2020-06-30 | $330k | 1.8k | 187.50 |
| 2020-03-31 | $253k | 1.8k | 143.75 |
| 2019-12-31 | $286k | 1.8k | 162.50 |
| 2019-09-30 | $261k | 1.8k | 148.30 |
| 2019-06-30 | $267k | 1.8k | 151.70 |
| 2019-03-31 | $279k | 1.8k | 158.52 |
| 2018-12-31 | $273k | 1.8k | 155.11 |