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salesforce shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $43M 144k 301.18
2023-12-31 $20M 74k 263.14
2023-09-30 $14M 71k 202.78
2023-06-30 $516k 2.4k 211.29
2023-03-31 $657k 3.3k 199.76
2022-03-31 $216k 987 218.85
2021-12-31 $254k 1.1k 226.38
2021-09-30 $287k 974 294.66
2021-06-30 $1.4M 5.8k 237.61
2020-09-30 $4.0M 15k 267.06
2019-09-30 $1.6M 11k 149.33
2019-06-30 $2.0M 13k 156.19
2017-09-30 $4.4M 46k 96.33