salesforce shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 4.4k | 237.00 |
| 2025-06-30 | $1.3M | 4.6k | 272.69 |
| 2025-03-31 | $1.3M | 4.7k | 268.36 |
| 2024-12-31 | $1.6M | 4.7k | 334.33 |
| 2024-09-30 | $500k | 1.8k | 273.71 |
| 2024-06-30 | $485k | 1.9k | 257.10 |
| 2024-03-31 | $567k | 1.9k | 301.18 |
| 2023-12-31 | $448k | 1.7k | 263.14 |
| 2023-09-30 | $369k | 1.8k | 202.78 |
| 2023-06-30 | $223k | 1.1k | 211.26 |
| 2022-09-30 | $245k | 1.7k | 144.03 |
| 2022-03-31 | $325k | 1.5k | 212.56 |
| 2021-12-31 | $284k | 1.1k | 254.25 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
View all positions for Guardian Wealth Advisors, Llc / Nc