salesforce shares owned by Western Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.8k | 237.00 |
| 2025-06-30 | $3.2M | 12k | 272.68 |
| 2025-03-31 | $3.2M | 12k | 268.35 |
| 2024-12-31 | $942k | 2.8k | 334.30 |
| 2024-09-30 | $3.5M | 13k | 273.70 |
| 2024-06-30 | $2.8M | 11k | 257.10 |
| 2024-03-31 | $3.0M | 10k | 301.18 |
| 2023-12-31 | $2.1M | 8.0k | 263.14 |
| 2023-09-30 | $1.3M | 6.6k | 202.78 |
| 2023-06-30 | $1.3M | 6.2k | 211.26 |
| 2023-03-31 | $1.2M | 5.8k | 199.78 |
| 2022-12-31 | $740k | 5.6k | 132.61 |
| 2022-09-30 | $1.2M | 8.1k | 143.24 |
| 2022-06-30 | $793k | 4.8k | 163.78 |
| 2022-03-31 | $2.0M | 9.3k | 212.23 |
| 2021-12-31 | $1.7M | 6.8k | 255.05 |
| 2021-06-30 | $1.8M | 7.4k | 242.82 |
| 2021-03-31 | $1.7M | 8.2k | 211.89 |
| 2020-12-31 | $1.9M | 8.5k | 222.59 |
| 2020-09-30 | $1.5M | 6.2k | 251.38 |
| 2020-06-30 | $1.4M | 7.3k | 187.36 |
| 2020-03-31 | $711k | 5.0k | 143.06 |
| 2019-12-31 | $625k | 3.8k | 162.59 |
| 2019-09-30 | $582k | 3.9k | 149.27 |
| 2019-06-30 | $672k | 4.4k | 152.73 |
| 2019-03-31 | $683k | 4.3k | 158.95 |
| 2018-12-31 | $638k | 4.7k | 137.12 |