salesforce shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Principle Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $2.3M | 8.9k | 257.11 |
2024-03-31 | $2.7M | 9.0k | 301.18 |
2023-12-31 | $2.4M | 9.2k | 263.14 |
2023-09-30 | $1.8M | 9.1k | 202.78 |
2023-06-30 | $1.9M | 8.8k | 211.26 |
2023-03-31 | $1.8M | 8.9k | 199.78 |
2022-12-31 | $1.2M | 8.9k | 132.59 |
2022-09-30 | $1.3M | 9.0k | 143.87 |
2022-06-30 | $1.3M | 7.8k | 164.99 |
2022-03-31 | $1.4M | 6.8k | 212.37 |
2021-12-31 | $1.0M | 4.1k | 254.22 |
2021-09-30 | $1.1M | 3.9k | 271.29 |
2021-06-30 | $951k | 3.9k | 244.28 |
2021-03-31 | $820k | 3.9k | 211.89 |
2020-12-31 | $847k | 3.8k | 222.60 |
2020-09-30 | $841k | 3.3k | 251.42 |
2020-06-30 | $620k | 3.3k | 187.25 |
2020-03-31 | $471k | 3.3k | 144.12 |
2019-12-31 | $533k | 3.3k | 162.55 |
2019-09-30 | $484k | 3.3k | 148.56 |
2019-06-30 | $479k | 3.2k | 151.68 |
2019-03-31 | $445k | 2.8k | 158.48 |
2018-12-31 | $362k | 2.6k | 137.12 |