salesforce shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $315k | 1.2k | 263.14 |
| 2023-09-30 | $244k | 1.2k | 202.78 |
| 2023-06-30 | $257k | 1.2k | 211.26 |
| 2023-03-31 | $245k | 1.2k | 199.78 |
| 2022-09-30 | $253k | 1.8k | 144.08 |
| 2022-06-30 | $322k | 2.0k | 165.13 |
| 2022-03-31 | $976k | 4.6k | 212.22 |
| 2021-12-31 | $1.2M | 4.8k | 254.11 |
| 2021-09-30 | $1.3M | 4.8k | 271.30 |
| 2021-06-30 | $1.2M | 4.9k | 244.20 |
| 2021-03-31 | $2.0M | 9.6k | 211.86 |
| 2020-12-31 | $2.4M | 11k | 222.57 |
| 2020-09-30 | $2.5M | 9.8k | 251.35 |
| 2020-06-30 | $1.7M | 9.1k | 187.31 |