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salesforce shares owned by Liberty Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Liberty Wealth Management from 13F filings

Historical chart of Liberty Wealth Management investment in salesforce

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All positions including salesforce held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 824 302.18
2023-12-31 $230k 873 263.46
2023-06-30 $211k 998 211.18
2023-03-31 $299k 1.5k 196.10
2021-12-31 $215k 848 253.54
2021-09-30 $402k 1.3k 298.56
2021-06-30 $951k 232k 4.09
2021-03-31 $116k 511 227.01
2020-12-31 $116k 511 227.01
2020-09-30 $126k 502 251.00
2020-06-30 $94k 504 186.51
2020-03-31 $37k 257 143.97
2019-12-31 $41k 250 164.00
2019-09-30 $17k 115 147.83
2019-06-30 $51k 335 152.24
2019-03-31 $17k 112 151.79
2018-12-31 $14k 105 133.33