salesforce shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in salesforce
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Quarterly reported holdings in salesforce by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $217k | 719 | 301.18 |
| 2023-12-31 | $216k | 819 | 263.14 |
| 2020-09-30 | $237k | 939 | 252.40 |
| 2018-03-31 | $68k | 584 | 116.44 |
| 2017-12-31 | $60k | 584 | 102.74 |
More positions owned by Holistic Financial Partners
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