salesforce shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in salesforce
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in salesforce by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $289k | 1.1k | 271.95 |
| 2025-06-30 | $275k | 1.1k | 258.26 |
| 2025-03-31 | $285k | 1.1k | 268.24 |
| 2024-12-31 | $363k | 1.1k | 341.54 |
| 2024-09-30 | $290k | 1.1k | 273.68 |
| 2024-06-30 | $271k | 1.1k | 256.29 |
| 2024-03-31 | $291k | 1.1k | 275.25 |
| 2023-12-31 | $225k | 856 | 263.14 |