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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

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Quarterly reported holdings in salesforce by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
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