salesforce shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 130 | 237.00 |
| 2025-06-30 | $35k | 130 | 272.69 |
| 2025-03-31 | $40k | 150 | 268.37 |
| 2024-12-31 | $50k | 150 | 334.33 |
| 2024-09-30 | $41k | 150 | 273.71 |
| 2024-06-30 | $39k | 150 | 257.10 |
| 2024-03-31 | $39k | 130 | 301.18 |
| 2023-12-31 | $34k | 130 | 263.14 |
| 2023-09-30 | $26k | 130 | 202.78 |
| 2023-06-30 | $32k | 150 | 211.26 |
| 2023-03-31 | $24k | 120 | 199.78 |
| 2022-12-31 | $2.7k | 20 | 132.60 |
| 2022-09-30 | $11k | 78 | 141.03 |
| 2022-06-30 | $3.0k | 20 | 150.00 |
| 2022-03-31 | $4.0k | 20 | 200.00 |
| 2021-12-31 | $5.0k | 20 | 250.00 |
| 2021-09-30 | $6.0k | 20 | 300.00 |
| 2021-06-30 | $5.0k | 20 | 250.00 |
| 2021-03-31 | $5.0k | 20 | 250.00 |
| 2020-12-31 | $5.0k | 20 | 250.00 |
| 2020-09-30 | $6.0k | 20 | 300.00 |
| 2020-06-30 | $4.0k | 20 | 200.00 |
| 2020-03-31 | $3.0k | 20 | 150.00 |
| 2019-12-31 | $4.0k | 20 | 200.00 |