salesforce shares owned by Wealth Management Associates
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in salesforce
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Quarterly reported holdings in salesforce by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $201k | 757 | 264.91 |
| 2022-09-30 | $312k | 2.2k | 143.84 |
| 2022-06-30 | $329k | 2.0k | 165.04 |
| 2022-03-31 | $838k | 3.9k | 212.32 |
| 2021-12-31 | $1.0M | 3.9k | 254.13 |
| 2021-09-30 | $1.0M | 3.7k | 271.22 |
| 2021-06-30 | $896k | 3.7k | 244.27 |
| 2021-03-31 | $843k | 4.0k | 211.87 |
| 2020-12-31 | $813k | 3.7k | 222.53 |
| 2020-09-30 | $938k | 3.7k | 251.32 |
| 2020-06-30 | $807k | 4.3k | 187.33 |
| 2020-03-31 | $620k | 4.3k | 143.98 |
| 2019-12-31 | $720k | 4.4k | 162.64 |
| 2019-09-30 | $658k | 4.4k | 148.44 |
More positions owned by Wealth Management Associates
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