salesforce shares owned by Wealth Effects
Historical chart of Wealth Effects investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 1.2k | 237.00 |
| 2025-06-30 | $303k | 1.1k | 272.69 |
| 2025-03-31 | $283k | 1.1k | 268.36 |
| 2024-12-31 | $311k | 930 | 334.33 |
| 2024-09-30 | $237k | 865 | 273.71 |
| 2024-06-30 | $215k | 835 | 257.10 |
| 2024-03-31 | $258k | 855 | 301.18 |
| 2023-12-31 | $233k | 885 | 263.14 |
| 2022-03-31 | $248k | 1.2k | 211.97 |
| 2021-12-31 | $294k | 1.2k | 254.55 |