salesforce shares owned by Wealth Management Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in salesforce
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Quarterly reported holdings in salesforce by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 8.3k | 237.01 |
| 2025-06-30 | $2.1M | 7.7k | 269.78 |
| 2025-03-31 | $2.0M | 7.5k | 268.35 |
| 2024-12-31 | $2.5M | 7.6k | 334.34 |
| 2024-09-30 | $2.1M | 7.8k | 273.73 |
| 2024-06-30 | $2.1M | 8.0k | 257.09 |
| 2024-03-31 | $2.4M | 7.9k | 301.18 |
| 2023-12-31 | $2.1M | 8.0k | 263.14 |
| 2023-09-30 | $1.6M | 8.0k | 202.78 |
| 2023-06-30 | $1.6M | 7.4k | 211.26 |
| 2023-03-31 | $1.4M | 6.8k | 199.78 |
| 2022-12-31 | $883k | 7.0k | 126.11 |
| 2022-09-30 | $999k | 7.0k | 142.71 |
| 2022-06-30 | $1.1M | 7.0k | 158.14 |
| 2022-03-31 | $1.4M | 7.0k | 203.86 |
| 2021-12-31 | $1.6M | 6.0k | 264.83 |
| 2021-09-30 | $1.6M | 6.0k | 271.18 |
| 2021-06-30 | $1.4M | 5.8k | 244.19 |
| 2021-03-31 | $1.3M | 5.9k | 220.71 |
| 2020-12-31 | $1.1M | 5.0k | 226.16 |
More positions owned by Wealth Management Partners
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