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salesforce shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $272k 1.3k 211.26
2023-03-31 $548k 2.7k 199.78
2021-03-31 $212k 999 212.21
2020-09-30 $14k 91 153.85
2020-06-30 $395k 2.1k 187.29
2019-12-31 $11k 59 186.44
2019-09-30 $14k 91 153.85
2018-12-31 $36k 265 135.85

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View all positions for Intercontinental Wealth Advisors

Top funds holding salesforce

Vanguard Group
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Bank of America Corporation
Jennison Associates
Legal & General Group
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Bank of New York Mellon
Polen Capital Management
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