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salesforce shares owned by Westbourne Investment Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Westbourne Investment Advisors from 13F filings

Historical chart of Westbourne Investment Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Westbourne Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Westbourne Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 22k 263.13
2023-09-30 $4.2M 21k 202.76
2023-06-30 $4.4M 21k 211.28
2023-03-31 $4.2M 21k 199.78
2022-12-31 $2.7M 20k 132.57
2022-09-30 $2.8M 20k 143.84
2022-06-30 $3.2M 20k 165.02
2022-03-31 $2.9M 14k 212.33
2021-12-31 $203k 800 253.75