Venturi Wealth Management »

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

20192020202120222023202401M2M02k4k6k8k10k
Value ($)Share countHistorical CRM position of Venturi Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including salesforce held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
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