salesforce shares owned by Wealthsource Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 4.2k | 263.14 |
| 2023-09-30 | $1.1M | 5.4k | 202.78 |
| 2023-06-30 | $1.1M | 5.4k | 211.26 |
| 2023-03-31 | $1.3M | 6.6k | 199.78 |
| 2022-12-31 | $956k | 7.2k | 132.59 |
| 2022-09-30 | $1.1M | 7.6k | 143.78 |
| 2022-06-30 | $1.1M | 6.5k | 165.07 |
| 2022-03-31 | $2.6M | 13k | 212.28 |
| 2021-12-31 | $1.4M | 5.5k | 254.13 |
| 2021-09-30 | $1.2M | 4.5k | 271.18 |
| 2021-06-30 | $1.0M | 4.1k | 244.21 |
| 2021-03-31 | $888k | 4.2k | 211.83 |
| 2020-12-31 | $824k | 3.7k | 222.46 |
| 2020-09-30 | $959k | 3.8k | 251.24 |
| 2020-06-30 | $769k | 4.1k | 187.24 |
| 2020-03-31 | $811k | 5.6k | 143.92 |
| 2019-12-31 | $1.1M | 6.7k | 162.64 |
| 2019-09-30 | $1.2M | 7.9k | 148.43 |
| 2019-06-30 | $1.2M | 7.8k | 151.69 |
| 2019-03-31 | $1000k | 6.3k | 158.40 |
| 2018-12-31 | $881k | 6.4k | 136.91 |
| 2018-09-30 | $720k | 4.5k | 159.01 |
| 2018-06-30 | $668k | 4.9k | 136.33 |
| 2018-03-31 | $584k | 7.1k | 82.50 |
| 2017-12-31 | $885k | 8.7k | 102.23 |
| 2017-09-30 | $823k | 8.8k | 93.45 |
| 2017-06-30 | $685k | 7.9k | 86.57 |
| 2017-03-31 | $584k | 7.1k | 82.50 |
| 2016-12-31 | $452k | 6.6k | 68.48 |
| 2016-09-30 | $396k | 5.6k | 71.35 |
| 2016-06-30 | $224k | 2.8k | 79.29 |
| 2016-03-31 | $209k | 2.8k | 73.98 |