salesforce shares owned by WR Wealth Planners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $150k | 449 | 334.33 |
| 2024-09-30 | $113k | 412 | 273.71 |
| 2024-06-30 | $106k | 411 | 257.10 |
| 2024-03-31 | $136k | 453 | 301.18 |
| 2023-09-30 | $46k | 228 | 202.78 |
| 2023-06-30 | $76k | 360 | 211.26 |
| 2023-03-31 | $51k | 254 | 199.78 |