salesforce shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in salesforce
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Quarterly reported holdings in salesforce by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.4M | 20k | 264.91 |
| 2025-09-30 | $5.3M | 23k | 237.00 |
| 2025-06-30 | $6.5M | 24k | 272.69 |
| 2025-03-31 | $6.7M | 25k | 268.36 |
| 2024-12-31 | $9.2M | 28k | 334.33 |
| 2024-06-30 | $8.0M | 31k | 257.10 |
| 2024-03-31 | $9.9M | 33k | 301.18 |
| 2023-12-31 | $8.8M | 34k | 263.14 |
| 2023-09-30 | $7.3M | 36k | 202.78 |
| 2023-06-30 | $11M | 52k | 211.26 |
| 2023-03-31 | $11M | 53k | 199.78 |
| 2022-12-31 | $7.1M | 54k | 132.59 |
| 2022-09-30 | $9.8M | 68k | 143.84 |
| 2022-06-30 | $12M | 70k | 165.04 |
| 2022-03-31 | $15M | 70k | 212.32 |
| 2021-12-31 | $18M | 72k | 254.14 |
| 2021-09-30 | $19M | 71k | 271.21 |
| 2021-06-30 | $18M | 73k | 244.27 |
| 2021-03-31 | $16M | 75k | 211.87 |
| 2020-12-31 | $17M | 75k | 222.53 |
| 2020-09-30 | $19M | 76k | 251.32 |
| 2020-06-30 | $14M | 75k | 187.33 |
| 2020-03-31 | $10M | 71k | 143.98 |
| 2019-12-31 | $13M | 81k | 162.64 |
| 2019-09-30 | $651k | 4.4k | 148.43 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services