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salesforce shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 20k 273.71
2024-06-30 $4.7M 18k 257.10
2024-03-31 $7.0M 23k 301.17
2023-12-31 $3.0M 11k 263.13
2023-09-30 $2.2M 11k 202.78
2023-06-30 $2.3M 11k 211.26
2023-03-31 $2.1M 11k 199.77
2022-12-31 $1.4M 11k 132.59
2022-09-30 $1.6M 11k 143.82
2022-06-30 $1.6M 9.5k 165.00
2022-03-31 $1.6M 7.5k 212.32
2021-12-31 $2.0M 8.0k 254.12
2021-09-30 $2.1M 7.9k 271.21
2021-06-30 $1.9M 7.6k 244.20
2021-03-31 $1.3M 6.1k 211.83
2020-12-31 $1.3M 5.7k 222.55
2020-09-30 $1.3M 5.0k 251.39
2020-06-30 $909k 4.9k 187.23
2020-03-31 $723k 5.0k 143.94
2019-12-31 $705k 4.3k 162.67
2019-09-30 $613k 4.1k 148.50
2019-06-30 $637k 4.2k 151.78
2019-03-31 $668k 4.2k 158.41
2018-12-31 $504k 3.7k 137.03
2018-09-30 $531k 3.3k 158.98
2018-06-30 $366k 2.7k 136.52