GoalVest Advisory »

salesforce shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in salesforce

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 932 301.18
2023-12-31 $82k 310 263.14
2023-09-30 $50k 246 202.78
2023-06-30 $46k 219 211.26
2023-03-31 $44k 219 199.78
2022-12-31 $39k 291 132.59
2022-09-30 $42k 291 144.33
2022-06-30 $744k 4.3k 172.10
2022-03-31 $918k 4.3k 212.21
2021-06-30 $980k 4.0k 244.39
2021-03-31 $1.8M 8.7k 211.89
2020-12-31 $1.5M 6.9k 222.58