salesforce shares owned by Forza Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $270k | 988 | 273.71 |
| 2024-06-30 | $254k | 989 | 257.10 |
| 2024-03-31 | $279k | 925 | 301.18 |
| 2023-12-31 | $243k | 925 | 263.14 |
| 2023-06-30 | $202k | 957 | 211.26 |