Beacon Financial »

salesforce shares owned by Beacon Financial

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in salesforce

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025300k350k400k450k500k14001500160017001800
Value ($)Share countHistorical CRM position of Beacon Financial Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $410k 1.5k 268.44
2024-12-31 $508k 1.5k 334.42
2024-09-30 $452k 1.7k 273.77
2024-06-30 $466k 1.8k 257.14
2024-03-31 $499k 1.7k 301.22
2023-12-31 $371k 1.4k 263.19
2023-06-30 $294k 1.4k 210.30