salesforce shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.8k | 236.99 |
| 2025-06-30 | $2.8M | 10k | 272.68 |
| 2025-03-31 | $2.8M | 10k | 268.36 |
| 2024-12-31 | $3.5M | 10k | 334.32 |
| 2024-09-30 | $2.9M | 11k | 273.71 |
| 2024-06-30 | $2.6M | 9.9k | 257.10 |
| 2024-03-31 | $2.7M | 9.0k | 301.17 |
| 2023-12-31 | $2.4M | 9.0k | 263.13 |
| 2023-09-30 | $2.0M | 9.7k | 202.78 |
| 2023-06-30 | $2.1M | 9.9k | 211.27 |
| 2023-03-31 | $1.9M | 9.4k | 199.79 |
| 2022-12-31 | $1.2M | 9.4k | 132.60 |
| 2022-09-30 | $1.5M | 11k | 143.85 |
| 2022-06-30 | $1.8M | 11k | 165.07 |
| 2022-03-31 | $2.2M | 11k | 212.29 |
| 2021-12-31 | $2.4M | 9.6k | 254.10 |
| 2021-09-30 | $2.5M | 9.2k | 271.27 |
| 2021-06-30 | $2.2M | 9.1k | 244.27 |
| 2021-03-31 | $1.9M | 9.2k | 211.89 |
| 2020-12-31 | $2.0M | 9.0k | 222.52 |
| 2020-09-30 | $2.1M | 8.5k | 251.26 |
| 2020-06-30 | $1.6M | 8.3k | 187.33 |
| 2020-03-31 | $1.2M | 8.2k | 144.02 |
| 2019-12-31 | $1.4M | 1.4k | 1000.00 |
| 2019-09-30 | $1.3M | 8.7k | 148.47 |
| 2019-06-30 | $848k | 5.6k | 151.75 |
| 2019-03-31 | $935k | 5.9k | 158.39 |
| 2018-12-31 | $747k | 5.5k | 136.89 |
| 2017-06-30 | $294k | 3.4k | 86.52 |
| 2013-06-30 | $4.0k | 116 | 34.48 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management