salesforce shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $53M | 199k | 266.05 |
| 2025-09-30 | $45M | 189k | 239.74 |
| 2025-06-30 | $8.3M | 189k | 43.80 |
| 2025-03-31 | $4.0M | 216k | 18.65 |
| 2024-12-31 | $37M | 135k | 273.71 |
| 2024-06-30 | $34M | 132k | 257.10 |
| 2024-03-31 | $43M | 144k | 301.18 |
| 2023-12-31 | $20M | 74k | 263.14 |
| 2023-09-30 | $14M | 71k | 202.78 |
| 2023-06-30 | $516k | 2.4k | 211.29 |
| 2023-03-31 | $657k | 3.3k | 199.76 |
| 2022-03-31 | $216k | 987 | 218.85 |
| 2021-12-31 | $254k | 1.1k | 226.38 |
| 2021-09-30 | $287k | 974 | 294.66 |
| 2021-06-30 | $1.4M | 5.8k | 237.61 |
| 2020-09-30 | $4.0M | 15k | 267.06 |
| 2019-09-30 | $1.6M | 11k | 149.33 |
| 2019-06-30 | $2.0M | 13k | 156.19 |
| 2017-09-30 | $4.4M | 46k | 96.33 |
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