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salesforce shares owned by Selective Wealth Management

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

Historical chart of Selective Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 25k 291.57
2024-06-30 $6.9M 27k 252.43
2024-03-31 $8.6M 29k 299.62
2023-12-31 $7.4M 30k 251.24
2023-09-30 $6.5M 32k 201.87
2023-06-30 $7.3M 35k 212.81
2022-12-31 $5.6M 37k 151.25
2022-09-30 $6.6M 46k 143.85
2022-06-30 $7.8M 47k 165.04
2022-03-31 $6.5M 31k 212.32
2021-12-31 $7.5M 30k 254.13
2021-09-30 $7.5M 28k 271.23
2021-06-30 $53k 217 244.24
2021-03-31 $43k 203 211.82
2020-12-31 $112k 503 222.66
2020-09-30 $88k 352 250.00
2020-06-30 $75k 399 187.50
2020-03-31 $15k 99 148.94
2019-12-31 $17k 99 170.21
2019-09-30 $15k 99 148.94