salesforce shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26k | 93 | 274.02 |
| 2024-06-30 | $21k | 80 | 257.10 |
| 2024-03-31 | $22k | 74 | 301.61 |