salesforce shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of salesforce (CRM) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in salesforce
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Quarterly reported holdings in salesforce by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 7.9k | 273.71 |
| 2024-06-30 | $1.9M | 7.5k | 257.10 |
| 2024-03-31 | $2.4M | 8.0k | 301.18 |
| 2023-12-31 | $2.1M | 8.0k | 263.14 |
| 2023-09-30 | $1.6M | 7.9k | 202.78 |
| 2023-06-30 | $1.8M | 8.5k | 211.26 |
| 2023-03-31 | $1.7M | 8.5k | 199.78 |
| 2022-12-31 | $1.1M | 7.9k | 132.59 |
| 2022-09-30 | $1.4M | 9.9k | 143.83 |
| 2022-06-30 | $1.4M | 8.7k | 165.01 |
| 2022-03-31 | $1.9M | 9.0k | 212.29 |
| 2021-12-31 | $2.1M | 8.2k | 254.12 |
| 2021-09-30 | $2.3M | 8.4k | 271.16 |
| 2021-06-30 | $2.0M | 8.3k | 244.22 |
| 2020-06-30 | $218k | 1.2k | 187.61 |