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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
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