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salesforce shares owned by Worth Financial Advisory Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Worth Financial Advisory Group from 13F filings

Historical chart of Worth Financial Advisory Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $667k 2.4k 273.71
2024-06-30 $607k 2.4k 257.10
2024-03-31 $530k 1.8k 301.18
2023-12-31 $454k 1.7k 263.14
2023-09-30 $353k 1.7k 202.78
2023-06-30 $358k 1.7k 211.26
2023-03-31 $366k 1.8k 199.78
2022-12-31 $238k 1.8k 132.59