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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

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Quarterly 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