salesforce shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 20k | 236.99 |
| 2025-06-30 | $5.1M | 19k | 272.69 |
| 2025-03-31 | $4.1M | 15k | 268.32 |
| 2024-12-31 | $5.3M | 16k | 334.34 |
| 2024-09-30 | $4.2M | 15k | 273.71 |
| 2024-06-30 | $4.2M | 16k | 257.11 |
| 2024-03-31 | $3.4M | 11k | 301.19 |
| 2023-12-31 | $4.4M | 17k | 263.14 |
| 2023-09-30 | $3.3M | 16k | 205.19 |
| 2023-06-30 | $2.5M | 12k | 211.25 |
| 2022-09-30 | $730k | 5.1k | 143.82 |