salesforce shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 975 | 272.69 |
| 2025-06-30 | $261k | 972 | 268.36 |
| 2025-03-31 | $324k | 970 | 334.33 |
| 2024-12-31 | $266k | 970 | 273.70 |
| 2024-09-30 | $1.2M | 4.5k | 257.10 |
| 2024-06-30 | $1.2M | 4.6k | 257.10 |
| 2024-03-31 | $1.2M | 4.7k | 263.14 |
| 2023-12-31 | $956k | 4.7k | 202.78 |
| 2023-09-30 | $1.0M | 4.9k | 211.26 |
| 2023-06-30 | $1.2M | 6.2k | 199.78 |
| 2023-03-31 | $1.2M | 6.2k | 199.78 |
| 2022-12-31 | $613k | 4.6k | 132.59 |
More positions owned by Wallace Advisory Group
Cigna Corp (CI)
View all positions for Wallace Advisory Group