salesforce shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.2M | 21k | 202.78 |
| 2023-06-30 | $4.4M | 21k | 211.26 |
| 2023-03-31 | $5.5M | 27k | 199.78 |
| 2022-06-30 | $4.1M | 25k | 165.06 |
| 2022-03-31 | $5.2M | 25k | 212.31 |
| 2021-12-31 | $5.7M | 22k | 254.12 |
| 2021-09-30 | $5.7M | 21k | 271.24 |
| 2021-06-30 | $5.0M | 20k | 244.25 |
| 2021-03-31 | $3.9M | 18k | 211.86 |
| 2020-12-31 | $2.7M | 12k | 222.52 |
| 2020-09-30 | $2.4M | 9.7k | 251.37 |
| 2020-06-30 | $403k | 2.1k | 187.53 |
| 2020-03-31 | $264k | 1.8k | 144.18 |
| 2019-03-31 | $88k | 555 | 158.56 |
| 2018-09-30 | $125k | 787 | 158.83 |
| 2018-06-30 | $127k | 931 | 136.41 |
| 2018-03-31 | $113k | 975 | 115.90 |
| 2017-12-31 | $131k | 1.3k | 102.50 |