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
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 10k | 237.01 |
| 2025-06-30 | $2.8M | 10k | 272.69 |
| 2025-03-31 | $2.1M | 7.9k | 268.55 |
| 2024-12-31 | $2.6M | 7.8k | 334.33 |
| 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 |