salesforce shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in salesforce
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Quarterly reported holdings in salesforce by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 80k | 237.00 |
| 2025-06-30 | $914k | 3.4k | 272.65 |
| 2025-03-31 | $813k | 3.0k | 268.40 |
| 2024-12-31 | $16M | 49k | 334.33 |
| 2024-09-30 | $14M | 51k | 270.87 |
| 2024-06-30 | $14M | 56k | 256.21 |
| 2023-12-31 | $15M | 58k | 263.14 |
| 2023-09-30 | $11M | 52k | 202.78 |
| 2023-06-30 | $10M | 47k | 211.26 |
| 2023-03-31 | $8.8M | 33k | 264.89 |
| 2022-12-31 | $5.4M | 37k | 145.45 |
| 2022-09-30 | $4.4M | 31k | 143.85 |
| 2022-06-30 | $4.6M | 28k | 165.06 |
| 2022-03-31 | $5.6M | 26k | 212.32 |
| 2021-12-31 | $5.4M | 21k | 254.13 |
| 2021-09-30 | $5.2M | 19k | 271.86 |
| 2021-06-30 | $3.7M | 15k | 244.29 |
| 2021-03-31 | $2.2M | 11k | 211.90 |
| 2020-12-31 | $1.8M | 7.9k | 222.57 |
| 2020-09-30 | $2.0M | 7.9k | 251.29 |
| 2020-06-30 | $1.4M | 7.3k | 187.27 |
| 2020-03-31 | $955k | 6.6k | 144.02 |
| 2019-12-31 | $1.0M | 6.4k | 162.67 |
More positions owned by Strategic Wealth Designers
View all positions for Strategic Wealth Designers