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salesforce shares owned by Wealth Alliance

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealth Alliance from 13F filings

Historical chart of Wealth Alliance investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 12k 263.13
2023-09-30 $2.5M 12k 202.77
2023-06-30 $2.6M 12k 211.26
2023-03-31 $2.5M 13k 199.77
2022-12-31 $1.1M 8.1k 132.57
2022-09-30 $1.8M 12k 143.84
2022-06-30 $2.1M 13k 165.10
2022-03-31 $1.5M 6.8k 212.25
2021-12-31 $1.5M 6.0k 254.13
2021-09-30 $1.6M 5.8k 271.23
2021-06-30 $1.3M 5.5k 244.32
2021-03-31 $1.2M 5.7k 211.78
2020-12-31 $1.0M 4.7k 222.61
2020-09-30 $1.2M 4.8k 251.24
2020-06-30 $1.0M 5.4k 187.34
2020-03-31 $570k 4.0k 143.94