salesforce shares owned by Executive Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in salesforce
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All positions including salesforce held by Executive Wealth Management 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 |
---|---|---|---|
2024-09-30 | $2.8M | 10k | 273.70 |
2024-06-30 | $2.7M | 11k | 257.09 |
2024-03-31 | $3.2M | 11k | 302.25 |
2023-12-31 | $3.2M | 12k | 263.15 |
2023-09-30 | $2.4M | 12k | 202.79 |
2023-06-30 | $2.5M | 12k | 211.27 |
2023-03-31 | $2.5M | 12k | 199.79 |
2022-12-31 | $1.7M | 13k | 132.60 |
2022-09-30 | $1.6M | 1.6k | 1000.00 |
2022-06-30 | $1.8M | 11k | 164.99 |
2022-03-31 | $5.1M | 24k | 212.32 |
2021-12-31 | $6.2M | 25k | 254.10 |
2021-09-30 | $6.4M | 24k | 271.19 |
2021-06-30 | $6.0M | 24k | 244.27 |
2021-03-31 | $5.1M | 24k | 211.83 |
2020-12-31 | $4.6M | 21k | 222.53 |
2020-09-30 | $2.3M | 9.3k | 251.27 |
2020-06-30 | $1.4M | 7.7k | 187.27 |
2020-03-31 | $1.0M | 7.2k | 143.97 |
2019-12-31 | $1.3M | 8.3k | 162.58 |
2019-09-30 | $1.4M | 9.2k | 148.34 |
2019-06-30 | $1.5M | 9.7k | 151.72 |
2019-03-31 | $1.3M | 8.4k | 158.39 |
2018-12-31 | $630k | 4.6k | 136.93 |
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