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salesforce shares owned by Wealth Effects

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

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

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Quarterly 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