salesforce shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 2.1k | 237.00 |
| 2025-06-30 | $510k | 1.9k | 272.69 |
| 2025-03-31 | $512k | 1.9k | 268.36 |
| 2024-12-31 | $685k | 2.1k | 334.33 |
| 2024-09-30 | $586k | 2.1k | 273.71 |
| 2024-06-30 | $513k | 2.0k | 257.10 |
| 2024-03-31 | $2.3M | 7.6k | 301.18 |
| 2023-12-31 | $2.1M | 7.8k | 263.14 |
| 2023-09-30 | $1.3M | 6.5k | 202.78 |
| 2023-06-30 | $227k | 1.1k | 211.26 |
| 2022-03-31 | $511k | 2.4k | 212.32 |
| 2021-12-31 | $580k | 2.3k | 254.13 |
| 2021-09-30 | $555k | 2.0k | 271.22 |
| 2021-06-30 | $434k | 1.8k | 244.27 |
| 2021-03-31 | $231k | 1.1k | 211.87 |
| 2020-12-31 | $261k | 1.2k | 222.53 |
| 2020-09-30 | $248k | 985 | 251.32 |
| 2019-12-31 | $258k | 1.6k | 162.64 |
More positions owned by Independent Solutions Wealth Management
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