salesforce shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 1.6k | 237.00 |
| 2025-06-30 | $334k | 1.2k | 272.69 |
| 2025-03-31 | $336k | 1.3k | 268.36 |
| 2024-12-31 | $413k | 1.2k | 334.33 |
| 2024-09-30 | $326k | 1.2k | 273.95 |
| 2024-06-30 | $342k | 1.3k | 256.95 |
| 2024-03-31 | $397k | 1.3k | 300.99 |