salesforce shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in salesforce
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All positions including salesforce held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $758k | 2.8k | 273.69 |
| 2024-03-31 | $6.5M | 22k | 301.18 |
| 2023-12-31 | $5.8M | 22k | 263.14 |
| 2022-12-31 | $2.5M | 19k | 132.59 |
| 2022-09-30 | $3.0M | 21k | 143.83 |