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salesforce shares owned by KWB Wealth

Quarter-by-quarter ownership of salesforce (CRM) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 782 257.14
2024-06-30 $1.1M 3.6k 301.18
2024-03-31 $1.1M 3.7k 301.18
2023-12-31 $986k 3.7k 263.14
2023-06-30 $217k 1.0k 211.26
2022-06-30 $250k 1.5k 165.13
2022-03-31 $396k 1.6k 254.01
2021-12-31 $396k 1.6k 254.01
2021-09-30 $423k 1.6k 271.33
2021-06-30 $330k 1.6k 211.67
2021-03-31 $330k 1.6k 211.67
2020-12-31 $258k 1.2k 222.61