salesforce shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in salesforce
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Quarterly reported holdings in salesforce by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $15M | 44k | 329.84 |
| 2024-09-30 | $9.8M | 36k | 273.71 |
| 2024-06-30 | $8.7M | 34k | 257.10 |
| 2024-03-31 | $6.3M | 21k | 301.18 |
| 2023-12-31 | $1.5M | 5.6k | 263.14 |
| 2023-09-30 | $416k | 2.1k | 202.78 |
| 2023-06-30 | $422k | 2.0k | 211.26 |
| 2023-03-31 | $452k | 2.3k | 199.78 |
| 2022-12-31 | $396k | 3.0k | 132.59 |
| 2022-09-30 | $396k | 2.8k | 143.84 |
| 2022-06-30 | $412k | 2.5k | 165.06 |
| 2022-03-31 | $588k | 2.8k | 212.43 |
| 2021-12-31 | $671k | 2.6k | 254.07 |
| 2021-09-30 | $800k | 2.9k | 271.28 |
| 2021-06-30 | $390k | 1.6k | 244.51 |
| 2021-03-31 | $350k | 1.7k | 212.12 |
| 2020-12-31 | $763k | 3.4k | 222.51 |
| 2020-09-30 | $570k | 2.3k | 251.54 |
| 2020-06-30 | $440k | 2.4k | 187.23 |
| 2019-09-30 | $23k | 156 | 148.42 |
| 2019-06-30 | $18k | 118 | 151.52 |
| 2019-03-31 | $14k | 92 | 151.52 |
| 2018-12-31 | $6.0k | 42 | 142.86 |
| 2018-03-31 | $9.0k | 81 | 111.11 |
| 2017-12-31 | $9.0k | 81 | 111.11 |