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salesforce shares owned by Ropes Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Ropes Wealth Advisors from 13F filings

Historical chart of Ropes Wealth Advisors investment in salesforce

201620172018201920202021202220230200k400k600k800k01000200030004000
Value ($)Share countHistorical CRM position of Ropes Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including salesforce held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $758k 3.7k 202.78
2023-06-30 $815k 3.9k 211.26
2023-03-31 $742k 3.7k 199.78
2022-12-31 $489k 3.7k 132.59
2022-09-30 $494k 3.4k 143.81
2022-06-30 $564k 3.4k 165.15
2022-03-31 $710k 3.3k 212.32
2021-12-31 $855k 3.4k 254.09
2021-09-30 $922k 3.4k 271.26
2021-06-30 $815k 3.3k 244.30
2021-03-31 $666k 3.1k 215.67
2020-12-31 $672k 3.0k 222.44
2020-09-30 $751k 3.0k 251.17
2020-06-30 $569k 3.0k 187.36
2020-03-31 $430k 3.0k 144.05
2019-12-31 $474k 2.9k 162.50
2019-09-30 $428k 2.9k 148.51
2019-06-30 $420k 2.8k 151.79
2019-03-31 $435k 2.7k 158.24
2018-12-31 $377k 2.7k 137.14
2018-09-30 $503k 3.2k 159.08
2018-06-30 $431k 3.2k 136.31
2018-03-31 $368k 3.2k 116.38
2017-12-31 $323k 3.2k 102.15
2017-09-30 $370k 4.0k 93.39
2017-06-30 $320k 3.7k 86.56
2017-03-31 $291k 3.5k 82.48
2016-12-31 $146k 2.1k 68.64
2016-09-30 $128k 1.8k 71.27
2016-06-30 $143k 1.8k 79.62
2016-03-31 $58k 787 73.70
2015-12-31 $999 9 111.11