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salesforce shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 3.3k 301.18
2023-12-31 $855k 3.2k 263.14
2023-09-30 $648k 3.2k 202.78
2023-06-30 $626k 3.0k 211.26
2023-03-31 $627k 3.1k 199.78
2022-12-31 $376k 2.8k 132.59
2022-09-30 $333k 2.3k 143.97
2022-06-30 $286k 1.7k 165.13
2022-03-31 $471k 2.2k 212.35
2021-12-31 $532k 2.1k 254.18
2021-09-30 $565k 2.1k 271.11
2021-06-30 $436k 1.8k 244.39
2021-03-31 $150k 710 211.27
2020-12-31 $347k 1.6k 222.58
2020-09-30 $395k 1.6k 251.43
2020-06-30 $302k 1.6k 187.34
2020-03-31 $227k 1.6k 143.85
2019-12-31 $214k 1.3k 162.61
2019-09-30 $224k 1.5k 148.15
2019-06-30 $241k 1.6k 153.99
2019-03-31 $212k 1.3k 158.21
2018-12-31 $28k 203 137.93
2018-03-31 $27k 230 117.39
2017-12-31 $26k 230 113.04
2017-09-30 $22k 230 95.65
2017-06-30 $21k 233 90.13