salesforce shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $856k | 5.5k | 156.67 |
| 2026-03-31 | $1.2M | 6.5k | 186.68 |
| 2025-12-31 | $1.7M | 6.6k | 264.90 |
| 2025-09-30 | $1.8M | 7.4k | 236.99 |
| 2025-06-30 | $1.3M | 4.9k | 272.72 |
| 2025-03-31 | $2.1M | 7.7k | 268.35 |
| 2024-12-31 | $2.6M | 7.7k | 334.31 |
| 2024-09-30 | $2.2M | 8.0k | 273.73 |
| 2024-06-30 | $1.2M | 3.9k | 301.18 |
| 2024-03-31 | $1.2M | 3.9k | 301.18 |
| 2023-12-31 | $913k | 3.5k | 263.14 |