salesforce shares owned by National Wealth Management Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $634k | 2.7k | 237.00 |
| 2025-06-30 | $327k | 1.2k | 272.69 |
| 2024-03-31 | $328k | 1.1k | 301.18 |
| 2023-12-31 | $633k | 2.4k | 263.14 |
| 2023-09-30 | $457k | 2.3k | 202.78 |
| 2023-03-31 | $339k | 1.7k | 201.81 |
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