salesforce shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.0k | 237.01 |
| 2025-06-30 | $1.6M | 6.0k | 272.70 |
| 2025-03-31 | $1.6M | 6.0k | 268.34 |
| 2024-12-31 | $2.0M | 5.9k | 334.34 |
| 2024-09-30 | $1.6M | 5.9k | 273.74 |
| 2024-06-30 | $1.5M | 5.9k | 257.10 |
| 2024-03-31 | $1.8M | 5.9k | 301.15 |
| 2023-12-31 | $1.6M | 5.9k | 263.12 |
| 2023-09-30 | $1.3M | 6.4k | 202.78 |
| 2023-06-30 | $1.3M | 6.3k | 211.26 |
| 2023-03-31 | $1.3M | 6.4k | 199.78 |
| 2022-12-31 | $843k | 6.4k | 132.59 |
| 2022-09-30 | $942k | 6.6k | 143.73 |
| 2022-06-30 | $1.1M | 6.6k | 164.96 |
| 2022-03-31 | $1.3M | 7.0k | 185.42 |
| 2021-12-31 | $2.0M | 7.9k | 254.01 |
| 2021-09-30 | $2.1M | 7.7k | 271.22 |
| 2021-06-30 | $1.9M | 7.7k | 244.21 |
| 2021-03-31 | $1.6M | 7.6k | 211.93 |
| 2020-12-31 | $1.7M | 7.5k | 222.46 |
| 2020-09-30 | $1.9M | 7.5k | 251.30 |
| 2020-06-30 | $1.4M | 7.5k | 187.22 |
| 2020-03-31 | $1.0M | 7.1k | 143.90 |
| 2019-12-31 | $1.2M | 7.2k | 162.62 |
| 2019-09-30 | $895k | 6.0k | 148.42 |
| 2019-06-30 | $918k | 6.1k | 151.64 |
| 2019-03-31 | $972k | 6.1k | 158.33 |
| 2018-12-31 | $870k | 6.4k | 136.92 |
| 2018-09-30 | $1.0M | 6.6k | 159.03 |
| 2018-06-30 | $882k | 6.5k | 136.28 |
| 2018-03-31 | $696k | 6.0k | 116.19 |
| 2017-12-31 | $622k | 6.1k | 102.13 |
| 2017-09-30 | $561k | 6.0k | 93.34 |
| 2017-06-30 | $520k | 6.0k | 86.52 |
| 2017-03-31 | $496k | 5.9k | 84.30 |
| 2016-12-31 | $475k | 6.1k | 78.45 |
| 2016-09-30 | $408k | 5.8k | 70.54 |
| 2016-06-30 | $446k | 5.6k | 79.27 |
| 2016-03-31 | $415k | 5.6k | 73.76 |
| 2015-12-31 | $430k | 5.5k | 78.41 |
More positions owned by TRUE Private Wealth Advisors
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