salesforce shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 3.4k | 334.33 |
| 2024-09-30 | $520k | 1.9k | 273.71 |
| 2024-06-30 | $241k | 937 | 257.10 |
| 2024-03-31 | $233k | 775 | 301.18 |
| 2023-06-30 | $216k | 1.0k | 211.26 |
| 2023-03-31 | $204k | 1.0k | 199.78 |
| 2022-09-30 | $433k | 3.0k | 143.85 |
| 2022-06-30 | $497k | 3.0k | 165.12 |
| 2022-03-31 | $638k | 3.0k | 212.17 |
| 2021-12-31 | $760k | 3.0k | 254.10 |
| 2021-09-30 | $810k | 3.0k | 271.18 |
| 2021-06-30 | $730k | 3.0k | 244.39 |
| 2021-03-31 | $632k | 3.0k | 211.94 |
| 2020-12-31 | $496k | 2.2k | 222.42 |