salesforce shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $821k | 2.5k | 334.33 |
| 2024-09-30 | $683k | 2.5k | 273.71 |
| 2024-06-30 | $1.2M | 4.7k | 257.10 |
| 2024-03-31 | $4.4M | 15k | 301.18 |
| 2023-12-31 | $5.0M | 19k | 263.14 |
| 2023-09-30 | $4.1M | 20k | 202.78 |
| 2023-06-30 | $5.9M | 28k | 211.26 |
| 2023-03-31 | $6.5M | 33k | 199.78 |
| 2022-12-31 | $4.6M | 35k | 132.59 |
| 2022-09-30 | $7.2M | 50k | 143.84 |
| 2022-06-30 | $8.1M | 49k | 165.04 |
| 2022-03-31 | $9.2M | 44k | 212.31 |
| 2021-12-31 | $10M | 39k | 254.13 |
| 2021-09-30 | $11M | 39k | 271.23 |
| 2021-06-30 | $9.4M | 39k | 244.27 |
| 2021-03-31 | $8.2M | 39k | 211.86 |
| 2020-12-31 | $5.1M | 23k | 222.50 |
| 2020-09-30 | $4.8M | 19k | 251.28 |
| 2020-06-30 | $3.9M | 21k | 187.31 |
| 2020-03-31 | $2.8M | 20k | 143.96 |
| 2019-12-31 | $3.2M | 20k | 162.63 |
| 2019-09-30 | $2.8M | 19k | 148.39 |
| 2019-06-30 | $2.5M | 16k | 151.69 |
| 2019-03-31 | $2.5M | 16k | 158.37 |
| 2018-12-31 | $2.5M | 18k | 136.92 |
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