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salesforce shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.3M 21k 257.10
2024-03-31 $7.0M 23k 301.18
2023-09-30 $4.2M 21k 202.78
2023-06-30 $4.4M 21k 211.26
2023-03-31 $3.1M 16k 199.81
2022-12-31 $1.4M 11k 132.56
2022-09-30 $2.6M 18k 143.84
2022-06-30 $3.3M 20k 165.02
2022-03-31 $3.4M 16k 212.30
2021-12-31 $4.4M 17k 254.14
2021-09-30 $4.6M 17k 271.23
2021-06-30 $3.2M 13k 244.26
2021-03-31 $2.7M 13k 211.87
2020-12-31 $1.4M 6.3k 222.47
2020-09-30 $1.4M 5.4k 251.38
2020-06-30 $933k 5.0k 187.24
2020-03-31 $578k 4.0k 144.03
2019-12-31 $518k 3.2k 162.48
2019-09-30 $378k 2.5k 148.47
2019-06-30 $406k 2.7k 152.46
2019-03-31 $325k 2.1k 158.46
2018-12-31 $296k 2.2k 137.16
2018-09-30 $270k 1.7k 160.14
2018-06-30 $211k 1.5k 140.11