salesforce shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $477k | 1.7k | 273.71 |
| 2024-06-30 | $583k | 2.3k | 257.10 |
| 2024-03-31 | $676k | 2.2k | 301.18 |
| 2023-12-31 | $603k | 2.3k | 263.14 |
| 2023-09-30 | $465k | 2.3k | 202.78 |
| 2023-06-30 | $487k | 2.3k | 211.26 |
| 2023-03-31 | $498k | 2.5k | 199.78 |
| 2022-12-31 | $332k | 2.5k | 132.59 |
| 2022-09-30 | $376k | 2.6k | 143.68 |
| 2022-06-30 | $421k | 2.6k | 164.90 |
| 2022-03-31 | $456k | 1.8k | 254.18 |
| 2021-12-31 | $456k | 1.8k | 254.18 |
| 2021-09-30 | $455k | 1.7k | 271.32 |