salesforce shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in salesforce
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All positions including salesforce held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 1.3k | 237.52 |
| 2025-06-30 | $308k | 1.1k | 272.69 |
| 2025-03-31 | $338k | 1.3k | 268.36 |
| 2024-12-31 | $339k | 1.0k | 334.33 |
| 2024-06-30 | $336k | 1.3k | 257.10 |