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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

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Quarterly reported holdings in salesforce by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $633k 2.4k 263.14
2023-09-30 $457k 2.3k 202.78
2023-03-31 $339k 1.7k 201.81