salesforce shares owned by Summit Wealth Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 976 | 273.57 |
| 2024-06-30 | $251k | 976 | 257.17 |
| 2024-03-31 | $291k | 965 | 301.55 |
| 2023-12-31 | $254k | 965 | 263.21 |
| 2023-06-30 | $204k | 965 | 211.40 |
| 2023-03-31 | $1.0k | 193k | 0.01 |
| 2021-06-30 | $78k | 318 | 245.28 |
| 2021-03-31 | $67k | 318 | 210.69 |