salesforce shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 1.0k | 237.00 |
| 2025-06-30 | $351k | 1.3k | 272.69 |
| 2025-03-31 | $399k | 1.5k | 268.36 |
| 2024-12-31 | $579k | 1.7k | 334.33 |
| 2024-09-30 | $362k | 1.3k | 273.76 |
| 2024-06-30 | $659k | 2.6k | 257.11 |
| 2024-03-31 | $457k | 1.5k | 301.18 |
| 2023-12-31 | $363k | 1.4k | 263.14 |
| 2023-09-30 | $245k | 1.2k | 202.78 |
| 2023-06-30 | $357k | 1.7k | 211.26 |
| 2023-03-31 | $219k | 1.1k | 199.78 |