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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Worth Financial Advisory Group
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