salesforce shares owned by New Insight Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by New Insight Wealth Advisors
from 13F filings
Historical chart of New Insight Wealth Advisors investment in salesforce
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All positions including salesforce held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 6.9k | 273.70 |
2024-06-30 | $2.2M | 8.5k | 257.09 |
2024-03-31 | $2.6M | 8.6k | 301.18 |
2023-12-31 | $2.3M | 8.7k | 263.14 |
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