salesforce shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Heritage 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 |
---|---|---|---|
2022-12-31 | $475k | 3.6k | 132.59 |
2022-09-30 | $258k | 1.8k | 143.73 |
2022-06-30 | $297k | 1.8k | 165.04 |
2022-03-31 | $413k | 1.9k | 212.56 |
2021-09-30 | $468k | 1.7k | 271.15 |
2021-06-30 | $481k | 2.0k | 244.04 |
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