salesforce shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $374k | 1.4k | 273.71 |
| 2024-06-30 | $318k | 1.2k | 257.10 |
| 2024-03-31 | $490k | 1.6k | 301.18 |
| 2023-12-31 | $325k | 1.2k | 263.14 |
| 2023-09-30 | $251k | 1.2k | 202.78 |
| 2023-03-31 | $652k | 3.3k | 199.78 |
| 2022-12-31 | $433k | 3.3k | 132.59 |