salesforce shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Invera Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.8M | 6.7k | 271.92 |
2023-12-31 | $1.7M | 6.6k | 263.14 |