salesforce shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 8.2k | 237.00 |
| 2025-06-30 | $2.7M | 9.7k | 272.69 |
| 2025-03-31 | $2.8M | 10k | 268.36 |
| 2024-12-31 | $3.3M | 9.9k | 334.33 |
| 2024-09-30 | $2.7M | 10k | 273.72 |
| 2024-06-30 | $2.3M | 8.8k | 257.10 |
| 2024-03-31 | $1.9M | 6.3k | 301.18 |
| 2023-12-31 | $1.6M | 6.2k | 263.14 |
| 2023-09-30 | $1.0M | 5.0k | 202.78 |
| 2023-06-30 | $1.1M | 5.0k | 211.26 |
| 2023-03-31 | $605k | 3.0k | 199.78 |
| 2022-12-31 | $374k | 2.8k | 132.59 |
| 2022-09-30 | $389k | 2.9k | 133.33 |
| 2022-06-30 | $276k | 1.7k | 164.81 |
| 2022-03-31 | $458k | 2.2k | 212.42 |
| 2021-12-31 | $481k | 1.9k | 254.36 |
| 2021-09-30 | $519k | 1.9k | 271.48 |
| 2021-06-30 | $597k | 2.4k | 243.97 |
| 2021-03-31 | $718k | 3.4k | 211.77 |
| 2020-12-31 | $806k | 3.6k | 222.67 |
| 2020-09-30 | $971k | 3.9k | 251.22 |
| 2020-06-30 | $393k | 2.1k | 186.77 |
| 2019-09-30 | $41k | 274 | 149.64 |
| 2018-12-31 | $234k | 1.8k | 130.29 |