salesforce shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $215k | 644 | 334.17 |
| 2024-09-30 | $165k | 642 | 257.02 |
| 2024-06-30 | $165k | 642 | 257.02 |
| 2024-03-31 | $1.4M | 4.7k | 295.13 |
| 2023-09-30 | $925k | 4.6k | 203.14 |
| 2023-06-30 | $975k | 4.6k | 214.06 |
| 2023-03-31 | $898k | 4.6k | 197.40 |
| 2022-12-31 | $605k | 4.6k | 132.59 |
| 2022-09-30 | $645k | 4.4k | 147.94 |
| 2022-06-30 | $734k | 4.4k | 168.35 |
| 2022-03-31 | $925k | 4.4k | 212.16 |
| 2021-12-31 | $1.1M | 4.4k | 254.92 |
| 2021-09-30 | $1.3M | 4.9k | 271.32 |
| 2021-06-30 | $1.2M | 4.9k | 245.27 |
| 2021-03-31 | $1.2M | 4.9k | 251.37 |
| 2020-12-31 | $1.1M | 4.9k | 220.23 |
| 2020-09-30 | $1.2M | 4.9k | 251.37 |
| 2020-06-30 | $1.3M | 6.7k | 187.40 |
| 2020-03-31 | $913k | 6.7k | 136.00 |
| 2019-12-31 | $1.1M | 6.7k | 166.99 |
| 2019-09-30 | $998k | 6.7k | 148.82 |
| 2019-06-30 | $980k | 6.7k | 146.12 |
More positions owned by Vista Private Wealth Partners
View all positions for Vista Private Wealth Partners