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salesforce shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.2M 11k 202.78
2023-06-30 $1.7M 8.1k 211.26
2023-03-31 $358k 1.8k 199.78
2022-12-31 $258k 1.8k 144.90
2022-09-30 $260k 1.8k 145.82
2022-06-30 $2.9M 17k 165.03
2022-03-31 $277k 1.4k 200.43
2021-12-31 $9.4M 37k 254.14
2021-09-30 $10M 38k 274.59
2021-06-30 $1.1M 4.7k 244.94
2021-03-31 $1.3M 5.5k 231.29
2020-12-31 $307k 1.4k 222.14
2020-09-30 $348k 1.4k 251.81
2020-06-30 $275k 1.4k 191.77
2020-03-31 $238k 1.7k 144.07
2019-12-31 $253k 1.4k 182.54
2019-09-30 $241k 1.7k 144.23
2019-06-30 $305k 2.0k 153.88
2019-03-31 $223k 1.4k 161.36
2018-09-30 $220k 1.4k 159.19
2018-03-31 $155k 1.3k 116.37