salesforce shares owned by Flagship Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Flagship Wealth Advisors
from 13F filings
Historical chart of Flagship Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Flagship Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $760k | 4.1k | 183.40 |
| 2025-09-30 | $701k | 4.2k | 167.33 |
| 2025-06-30 | $2.2k | 8 | 272.75 |
| 2025-03-31 | $497k | 3.8k | 132.46 |
| 2024-12-31 | $6.0k | 18 | 334.33 |