salesforce shares owned by ProVise Management Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by ProVise Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.6M | 6.1k | 263.14 |
2023-09-30 | $1.3M | 6.2k | 202.78 |
2023-06-30 | $1.2M | 6.0k | 199.78 |
2023-03-31 | $1.2M | 6.0k | 199.78 |
2022-12-31 | $729k | 5.5k | 132.59 |
2022-09-30 | $852k | 5.9k | 143.89 |
2022-06-30 | $1.1M | 6.9k | 165.08 |
2022-03-31 | $1.9M | 8.9k | 212.27 |
2021-12-31 | $2.2M | 8.8k | 254.09 |
2021-09-30 | $2.5M | 9.3k | 271.18 |
2021-06-30 | $2.2M | 9.2k | 244.22 |
2021-03-31 | $1.9M | 9.2k | 211.86 |
2020-12-31 | $2.0M | 9.1k | 222.50 |
2020-09-30 | $2.0M | 8.0k | 251.35 |
2020-06-30 | $1.5M | 8.0k | 187.39 |
2020-03-31 | $1.1M | 7.4k | 143.99 |
2019-12-31 | $1.2M | 7.5k | 162.62 |
2019-09-30 | $1.1M | 7.5k | 148.46 |
2019-06-30 | $1.1M | 7.3k | 151.75 |
2019-03-31 | $1.1M | 6.9k | 158.33 |
2018-12-31 | $1.0M | 7.4k | 137.03 |
2018-09-30 | $940k | 5.9k | 159.05 |
2018-06-30 | $840k | 6.2k | 136.36 |
2018-03-31 | $670k | 5.8k | 116.32 |
2017-12-31 | $574k | 5.6k | 102.32 |
2017-09-30 | $498k | 5.3k | 93.35 |
2017-06-30 | $462k | 5.3k | 86.60 |
2017-03-31 | $382k | 4.6k | 82.51 |
2016-12-31 | $284k | 4.2k | 68.43 |