salesforce shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in salesforce
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Quarterly reported holdings in salesforce by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 13k | 264.92 |
| 2025-09-30 | $2.9M | 12k | 237.01 |
| 2025-06-30 | $3.0M | 11k | 272.69 |
| 2025-03-31 | $2.3M | 8.4k | 268.35 |
| 2024-12-31 | $2.9M | 8.8k | 334.33 |
| 2024-09-30 | $2.6M | 9.4k | 273.70 |
| 2024-06-30 | $2.6M | 10k | 257.11 |
| 2024-03-31 | $2.0M | 6.8k | 301.18 |
| 2023-12-31 | $1.7M | 6.5k | 263.16 |
| 2023-09-30 | $1.4M | 6.8k | 202.79 |
| 2023-06-30 | $1.4M | 6.9k | 211.28 |
| 2023-03-31 | $1.4M | 6.9k | 199.79 |
| 2022-12-31 | $898k | 6.8k | 132.60 |
| 2022-09-30 | $1.0M | 7.0k | 143.80 |
| 2022-06-30 | $1.1M | 6.6k | 165.09 |
| 2022-03-31 | $1.2M | 5.8k | 212.25 |
| 2021-12-31 | $1.4M | 5.4k | 254.22 |
| 2021-09-30 | $1.5M | 5.6k | 271.22 |
| 2021-06-30 | $1.3M | 5.4k | 244.26 |
| 2021-03-31 | $1.1M | 5.2k | 211.80 |
| 2020-12-31 | $352k | 1.6k | 222.78 |
| 2020-09-30 | $355k | 1.4k | 251.42 |
| 2020-06-30 | $209k | 1.1k | 187.11 |
| 2020-03-31 | $57k | 396 | 143.94 |
| 2019-12-31 | $52k | 322 | 161.49 |
| 2019-09-30 | $48k | 322 | 149.07 |
| 2019-06-30 | $53k | 352 | 150.57 |
| 2019-03-31 | $51k | 322 | 158.39 |
| 2018-12-31 | $35k | 258 | 135.66 |
| 2018-09-30 | $49k | 308 | 159.09 |
| 2018-06-30 | $42k | 308 | 136.36 |
| 2018-03-31 | $28k | 245 | 114.29 |
| 2017-12-31 | $25k | 247 | 101.21 |
| 2017-09-30 | $22k | 236 | 93.22 |
More positions owned by Wealthcare Advisory Partners
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