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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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Quarterly reported holdings in salesforce by Heritage Wealth Management

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