salesforce shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in salesforce
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Quarterly reported holdings in salesforce by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $630k | 2.7k | 237.01 |
| 2025-06-30 | $608k | 2.2k | 272.80 |
| 2025-03-31 | $532k | 2.0k | 268.45 |
| 2024-12-31 | $625k | 1.9k | 334.41 |
| 2024-09-30 | $527k | 1.9k | 273.75 |
| 2024-06-30 | $458k | 1.8k | 257.11 |
| 2024-03-31 | $437k | 1.5k | 301.18 |
| 2023-12-31 | $218k | 829 | 263.14 |
| 2023-09-30 | $206k | 1.0k | 202.78 |
| 2023-06-30 | $210k | 996 | 211.26 |
| 2022-09-30 | $142k | 989 | 143.58 |
| 2022-06-30 | $163k | 989 | 164.81 |
| 2022-03-31 | $196k | 923 | 212.35 |
| 2021-12-31 | $207k | 816 | 253.68 |
| 2021-09-30 | $218k | 805 | 270.81 |
| 2021-06-30 | $190k | 779 | 243.90 |
| 2021-03-31 | $164k | 773 | 212.16 |
| 2020-12-31 | $155k | 697 | 222.38 |