salesforce shares owned by Wealth Management Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in salesforce
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Quarterly reported holdings in salesforce by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $800k | 2.9k | 273.71 |
| 2024-06-30 | $857k | 3.3k | 257.10 |
| 2024-03-31 | $5.7M | 19k | 301.18 |
| 2023-12-31 | $5.1M | 19k | 263.14 |
| 2023-09-30 | $4.0M | 20k | 202.78 |
| 2023-06-30 | $3.8M | 18k | 211.26 |
| 2023-03-31 | $377k | 1.9k | 199.78 |
| 2022-12-31 | $313k | 2.4k | 132.46 |
| 2022-09-30 | $367k | 2.6k | 143.72 |
| 2022-06-30 | $506k | 3.1k | 164.89 |
| 2022-03-31 | $781k | 3.7k | 212.35 |
| 2021-12-31 | $968k | 3.8k | 254.07 |
| 2021-09-30 | $1.0M | 3.8k | 271.31 |
| 2021-06-30 | $993k | 4.1k | 244.38 |
| 2021-03-31 | $5.2M | 24k | 211.88 |
| 2020-12-31 | $7.1M | 32k | 222.54 |
| 2020-09-30 | $7.1M | 28k | 251.33 |
| 2020-06-30 | $4.8M | 26k | 187.33 |
| 2020-03-31 | $1.2M | 8.5k | 144.00 |
| 2019-12-31 | $1.7M | 10k | 162.65 |
| 2019-09-30 | $1.2M | 7.8k | 148.41 |
| 2019-06-30 | $6.7M | 44k | 151.74 |
| 2019-03-31 | $6.9M | 44k | 158.36 |
| 2018-12-31 | $4.5M | 33k | 136.96 |
| 2018-09-30 | $6.8M | 43k | 159.04 |
| 2018-06-30 | $5.3M | 39k | 136.40 |
| 2018-03-31 | $4.3M | 37k | 116.29 |
| 2017-12-31 | $2.9M | 28k | 102.25 |