salesforce shares owned by LWM Advisory Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $227k | 864 | 263.14 |
| 2022-09-30 | $569k | 3.9k | 144.89 |
| 2022-06-30 | $568k | 3.4k | 165.07 |
| 2022-03-31 | $729k | 3.4k | 212.41 |
| 2021-12-31 | $780k | 3.1k | 254.15 |