salesforce shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Wealth Alliance Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.5M | 4.5k | 334.35 |
2024-09-30 | $949k | 3.5k | 273.73 |
2024-06-30 | $902k | 3.5k | 257.11 |
2024-03-31 | $794k | 2.6k | 301.18 |
2023-12-31 | $691k | 2.6k | 263.14 |
2023-09-30 | $417k | 2.1k | 202.78 |
2023-06-30 | $396k | 1.9k | 211.26 |
More positions owned by Wealth Alliance Advisory Group
View all positions for Wealth Alliance Advisory Group