salesforce shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 1.1k | 237.03 |
| 2025-06-30 | $357k | 1.3k | 272.74 |
| 2025-03-31 | $369k | 1.4k | 268.34 |
| 2024-12-31 | $466k | 1.4k | 334.26 |
| 2024-09-30 | $382k | 1.4k | 273.77 |
| 2024-06-30 | $397k | 1.5k | 257.05 |
| 2024-03-31 | $460k | 1.5k | 301.25 |
| 2023-12-31 | $384k | 1.5k | 263.19 |
| 2023-09-30 | $296k | 1.5k | 202.60 |
| 2023-06-30 | $301k | 1.4k | 211.08 |
| 2023-03-31 | $275k | 1.4k | 200.00 |
| 2022-12-31 | $204k | 1.5k | 132.73 |
| 2022-09-30 | $283k | 2.0k | 143.87 |
| 2022-06-30 | $349k | 2.1k | 165.17 |
| 2022-03-31 | $492k | 2.3k | 212.16 |
| 2021-12-31 | $671k | 2.6k | 254.07 |
| 2021-09-30 | $715k | 2.6k | 271.14 |
| 2021-06-30 | $576k | 2.4k | 244.38 |
| 2021-03-31 | $609k | 2.9k | 211.90 |
| 2020-12-31 | $534k | 2.4k | 222.69 |
More positions owned by Tradition Wealth Management
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