salesforce shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92k | 388 | 237.09 |
| 2025-06-30 | $105k | 384 | 272.78 |
| 2025-03-31 | $101k | 377 | 268.43 |
| 2024-12-31 | $119k | 357 | 334.40 |
| 2024-09-30 | $98k | 357 | 273.75 |
| 2024-03-31 | $105k | 347 | 301.18 |
| 2023-12-31 | $80k | 305 | 263.14 |
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