salesforce shares owned by Wiser Advisor Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wiser Advisor Group
from 13F filings
Historical chart of Wiser Advisor Group investment in salesforce
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All positions including salesforce held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Wiser Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 78 | 236.01 |
| 2025-03-31 | $21k | 77 | 269.86 |
| 2024-12-31 | $26k | 77 | 335.78 |
| 2024-09-30 | $21k | 77 | 274.51 |
| 2024-06-30 | $20k | 78 | 254.14 |
| 2024-03-31 | $23k | 77 | 301.18 |