salesforce shares owned by Asset Planning
Historical chart of Asset Planning investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22k | 93 | 237.00 |
| 2025-06-30 | $25k | 93 | 272.69 |
| 2025-03-31 | $25k | 93 | 268.35 |
| 2024-12-31 | $31k | 93 | 334.33 |