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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in salesforce by Kestra Private Wealth Services

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