salesforce shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Precedent Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $272k | 904 | 301.18 |
2023-12-31 | $238k | 904 | 263.14 |