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salesforce shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 6.8k 301.18
2023-12-31 $1.7M 6.5k 263.16
2023-09-30 $1.4M 6.8k 202.79
2023-06-30 $1.4M 6.9k 211.28
2023-03-31 $1.4M 6.9k 199.79
2022-12-31 $898k 6.8k 132.60
2022-09-30 $1.0M 7.0k 143.80
2022-06-30 $1.1M 6.6k 165.09
2022-03-31 $1.2M 5.8k 212.25
2021-12-31 $1.4M 5.4k 254.22
2021-09-30 $1.5M 5.6k 271.22
2021-06-30 $1.3M 5.4k 244.26
2021-03-31 $1.1M 5.2k 211.80
2020-12-31 $352k 1.6k 222.78
2020-09-30 $355k 1.4k 251.42
2020-06-30 $209k 1.1k 187.11
2020-03-31 $57k 396 143.94
2019-12-31 $52k 322 161.49
2019-09-30 $48k 322 149.07
2019-06-30 $53k 352 150.57
2019-03-31 $51k 322 158.39
2018-12-31 $35k 258 135.66
2018-09-30 $49k 308 159.09
2018-06-30 $42k 308 136.36
2018-03-31 $28k 245 114.29
2017-12-31 $25k 247 101.21
2017-09-30 $22k 236 93.22