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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |