salesforce shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in salesforce
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All positions including salesforce held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $19M | 68k | 273.71 |
2024-06-30 | $18M | 71k | 257.10 |
2024-03-31 | $19M | 63k | 301.18 |
2023-12-31 | $16M | 60k | 263.14 |
2023-09-30 | $9.6M | 47k | 202.78 |
2023-06-30 | $7.8M | 37k | 211.26 |
2023-03-31 | $5.5M | 27k | 199.78 |
2022-12-31 | $3.6M | 27k | 132.59 |
2022-09-30 | $4.1M | 29k | 143.84 |
2022-06-30 | $5.6M | 34k | 165.03 |
2022-03-31 | $7.2M | 34k | 212.31 |
2021-12-31 | $8.1M | 32k | 254.13 |
2021-09-30 | $8.7M | 32k | 271.23 |
2021-06-30 | $6.4M | 26k | 244.29 |
2021-03-31 | $5.2M | 25k | 211.87 |
2020-12-31 | $5.3M | 24k | 222.41 |
2020-09-30 | $5.0M | 20k | 251.33 |
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