V Wealth Advisors LLC’s Salesforce Inc Position
Does V Wealth Advisors LLC own Salesforce Inc (CRM)? Yes — 6.6K shares worth $1M (+1.07% of its 13F portfolio) as of Q3 2023, down from 11.6K shares the prior filed quarter.
Position Value
$1M
Q3 2023
Shares
6.6K
% of Portfolio
+1.07%
Quarters Held
19
currently held
Position History CRM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 6.6K | $1M | +1.07% |
| Q2 2023 | 11.6K | $2M | +0.41% |
| Q1 2023 | 11.0K | $2M | +0.41% |
| Q4 2022 | 9.3K | $1M | +0.25% |
| Q3 2022 | 9.7K | $1M | +0.28% |
| Q2 2022 | 12.2K | $2M | +0.38% |
| Q1 2022 | 12.2K | $3M | +0.42% |
| Q4 2021 | 13.1K | $3M | +0.49% |
| Q3 2021 | 13.1K | $4M | +0.55% |
| Q2 2021 | 13.2K | $3M | +0.51% |
| Q1 2021 | 15.7K | $3M | +0.61% |
| Q4 2020 | 14.5K | $3M | +0.67% |
| Q3 2020 | 9.3K | $2M | +1.62% |
| Q2 2020 | 11.0K | $2M | +0.53% |
| Q1 2020 | 11.3K | $2M | +0.51% |
| Q4 2019 | 1.7K | $250,000 | +0.09% |
| Q3 2019 | 1.7K | $250,000 | +0.09% |
| Q2 2019 | 1.6K | $252,000 | +0.10% |
| Q1 2019 | 1.4K | $222,000 | +0.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of CRM.