salesforce shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 18k | 273.71 |
| 2024-06-30 | $4.3M | 18k | 238.42 |
| 2024-03-31 | $5.0M | 19k | 268.94 |
| 2023-12-31 | $4.9M | 19k | 263.14 |
| 2023-09-30 | $4.0M | 20k | 202.78 |
| 2023-06-30 | $4.1M | 20k | 211.26 |
| 2023-03-31 | $4.3M | 22k | 199.78 |
| 2022-12-31 | $3.0M | 22k | 132.59 |
| 2022-09-30 | $3.5M | 24k | 143.85 |
| 2022-06-30 | $4.0M | 24k | 165.04 |
| 2022-03-31 | $4.9M | 23k | 212.32 |
| 2021-12-31 | $5.9M | 23k | 254.15 |
| 2021-09-30 | $6.9M | 26k | 271.22 |
| 2021-06-30 | $5.9M | 24k | 244.26 |
| 2021-03-31 | $4.3M | 20k | 211.88 |
| 2020-12-31 | $3.9M | 18k | 222.52 |
| 2020-09-30 | $4.5M | 18k | 251.35 |
| 2020-06-30 | $3.4M | 18k | 187.35 |
| 2020-03-31 | $2.6M | 18k | 143.98 |
| 2019-12-31 | $2.8M | 17k | 162.66 |
| 2019-09-30 | $2.6M | 18k | 148.44 |
| 2019-06-30 | $2.5M | 16k | 151.74 |
| 2019-03-31 | $2.0M | 13k | 158.41 |
| 2018-12-31 | $1.6M | 12k | 136.94 |
| 2018-09-30 | $1.5M | 9.7k | 158.99 |
| 2018-06-30 | $538k | 3.9k | 136.51 |
More positions owned by FRG Family Wealth Advisors
View all positions for FRG Family Wealth Advisors