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salesforce shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 78k 263.14
2023-09-30 $16M 80k 202.78
2023-06-30 $19M 88k 211.26
2023-03-31 $25M 126k 199.78
2022-12-31 $17M 128k 132.59
2022-09-30 $17M 117k 143.84
2022-06-30 $20M 119k 165.04
2022-03-31 $2.3M 11k 212.29
2021-12-31 $588k 2.3k 254.33
2021-09-30 $401k 1.5k 271.13
2021-06-30 $286k 1.2k 244.24
2021-03-31 $6.0M 28k 211.89
2020-12-31 $2.0M 8.8k 222.55