salesforce shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Delap Wealth Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $283k | 1.1k | 263.14 |
2023-03-31 | $233k | 1.2k | 199.78 |