salesforce shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 1.9k | 237.04 |
| 2025-06-30 | $520k | 1.9k | 272.72 |
| 2025-03-31 | $586k | 2.2k | 268.31 |
| 2024-12-31 | $703k | 2.1k | 334.38 |
| 2024-09-30 | $595k | 2.2k | 273.69 |
| 2024-06-30 | $424k | 1.6k | 257.16 |
| 2024-03-31 | $395k | 1.3k | 301.18 |
| 2023-12-31 | $344k | 1.3k | 263.14 |
| 2023-09-30 | $315k | 1.6k | 202.78 |
| 2023-06-30 | $283k | 1.3k | 211.26 |
| 2023-03-31 | $241k | 1.2k | 199.78 |
| 2022-06-30 | $225k | 1.4k | 165.20 |
| 2022-03-31 | $296k | 1.4k | 212.49 |
| 2021-12-31 | $392k | 1.5k | 254.38 |
| 2021-09-30 | $377k | 1.4k | 271.03 |
| 2021-06-30 | $338k | 1.4k | 244.04 |
| 2021-03-31 | $291k | 1.4k | 211.64 |
| 2020-12-31 | $300k | 1.4k | 222.22 |
| 2020-09-30 | $370k | 1.5k | 251.02 |
| 2019-12-31 | $310k | 1.9k | 162.22 |