salesforce shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 14k | 273.86 |
| 2024-06-30 | $3.8M | 15k | 257.10 |
| 2024-03-31 | $4.3M | 14k | 301.18 |
| 2023-12-31 | $4.3M | 17k | 263.14 |
| 2023-09-30 | $2.8M | 4.4k | 641.01 |
| 2023-06-30 | $1.1M | 5.4k | 211.26 |