Beacon Pointe Advisors »

salesforce shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Beacon Pointe Advisors 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 Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 72k 237.01
2025-06-30 $16M 60k 272.69
2025-03-31 $15M 54k 268.36
2024-12-31 $18M 53k 334.33
2024-09-30 $16M 58k 273.71
2024-06-30 $16M 60k 257.10
2024-03-31 $19M 61k 301.18
2023-12-31 $19M 74k 263.13
2023-09-30 $13M 65k 202.78
2023-06-30 $7.9M 38k 211.26
2023-03-31 $7.9M 40k 199.78
2022-12-31 $5.5M 42k 132.59
2022-09-30 $5.9M 41k 143.61
2022-06-30 $8.2M 50k 165.15
2022-03-31 $17M 79k 212.32
2021-12-31 $8.8M 35k 254.13
2021-09-30 $18M 66k 271.22
2021-06-30 $7.1M 29k 244.27
2021-03-31 $1.5M 6.9k 212.64
2020-12-31 $1.1M 5.1k 222.22
2020-09-30 $933k 3.7k 251.28
2020-06-30 $843k 4.5k 186.63
2020-03-31 $366k 2.5k 143.86
2019-12-31 $489k 3.0k 162.35
2019-09-30 $343k 2.3k 148.04
2019-06-30 $422k 2.8k 151.85
2019-03-31 $279k 1.8k 157.98
2018-12-31 $428k 3.1k 136.78