salesforce shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $388k | 1.4k | 273.72 |
| 2024-06-30 | $358k | 1.4k | 257.10 |
| 2024-03-31 | $444k | 1.5k | 301.18 |
| 2023-12-31 | $319k | 1.2k | 263.14 |
| 2023-09-30 | $299k | 1.5k | 202.78 |
| 2023-06-30 | $241k | 1.1k | 211.26 |
| 2021-12-31 | $217k | 853 | 254.40 |
| 2021-09-30 | $234k | 861 | 271.78 |
| 2021-06-30 | $236k | 967 | 244.05 |