salesforce shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by YorkBridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $4.5M | 34k | 132.59 |
| 2022-09-30 | $5.3M | 37k | 143.84 |
| 2022-06-30 | $5.5M | 34k | 165.03 |
| 2022-03-31 | $7.2M | 34k | 212.33 |
| 2021-12-31 | $6.0M | 24k | 254.13 |
| 2021-09-30 | $6.2M | 23k | 271.23 |
| 2021-06-30 | $5.3M | 22k | 244.28 |
| 2021-03-31 | $4.6M | 22k | 211.89 |
| 2020-12-31 | $3.8M | 17k | 222.54 |
| 2020-09-30 | $4.0M | 16k | 251.32 |
| 2020-06-30 | $2.6M | 14k | 187.34 |
| 2020-03-31 | $1.6M | 11k | 143.97 |
| 2019-12-31 | $1.1M | 7.0k | 162.59 |
| 2019-06-30 | $178k | 1.2k | 152.14 |
| 2019-03-31 | $185k | 1.2k | 158.12 |
| 2018-12-31 | $167k | 1.2k | 136.89 |
| 2018-09-30 | $131k | 820 | 159.76 |
| 2018-06-30 | $1.3M | 9.2k | 136.39 |
| 2018-03-31 | $1.1M | 9.2k | 121.36 |
| 2017-12-31 | $1.0M | 9.3k | 107.60 |
| 2017-09-30 | $845k | 9.0k | 93.42 |
| 2017-06-30 | $759k | 8.8k | 86.10 |
| 2017-03-31 | $768k | 8.8k | 87.12 |
| 2016-12-31 | $700k | 9.5k | 73.68 |
More positions owned by YorkBridge Wealth Partners
View all positions for YorkBridge Wealth Partners