salesforce shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in salesforce
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Quarterly reported holdings in salesforce by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $994k | 3.0k | 334.37 |
| 2024-09-30 | $791k | 2.9k | 273.68 |
| 2024-06-30 | $1.1M | 4.4k | 257.08 |
| 2024-03-31 | $1.3M | 4.3k | 301.15 |
| 2023-12-31 | $1.2M | 4.5k | 263.12 |
| 2023-09-30 | $651k | 3.2k | 202.77 |
| 2023-06-30 | $506k | 2.4k | 211.25 |
| 2023-03-31 | $613k | 3.1k | 199.77 |
| 2022-12-31 | $361k | 2.7k | 132.58 |
| 2022-09-30 | $472k | 2.9k | 160.49 |
| 2022-06-30 | $472k | 2.9k | 163.60 |
| 2022-03-31 | $532k | 2.5k | 212.29 |
| 2021-12-31 | $639k | 2.5k | 254.08 |
| 2021-09-30 | $1.5M | 5.4k | 271.28 |
| 2021-06-30 | $231k | 944 | 244.70 |
| 2020-12-31 | $203k | 910 | 223.08 |
| 2020-09-30 | $423k | 1.7k | 251.34 |
| 2020-06-30 | $317k | 1.7k | 187.35 |
| 2020-03-31 | $269k | 1.9k | 143.85 |
| 2019-12-31 | $249k | 1.5k | 162.75 |
More positions owned by Vista Wealth Management Group
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