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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
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