salesforce shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 11k | 265.33 |
| 2025-09-30 | $2.6M | 11k | 237.47 |
| 2025-06-30 | $3.4M | 12k | 273.11 |
| 2025-03-31 | $3.1M | 12k | 268.36 |
| 2024-12-31 | $3.3M | 10k | 334.73 |
| 2024-09-30 | $2.7M | 10k | 274.11 |
| 2024-06-30 | $2.6M | 9.9k | 257.10 |
| 2024-03-31 | $2.8M | 9.3k | 301.55 |
| 2023-12-31 | $1.1M | 4.0k | 263.14 |
| 2023-09-30 | $817k | 4.0k | 202.78 |
| 2023-06-30 | $803k | 3.8k | 211.26 |
| 2023-03-31 | $879k | 4.4k | 199.78 |
| 2022-12-31 | $663k | 5.0k | 132.59 |
| 2022-09-30 | $806k | 5.6k | 143.93 |
| 2022-06-30 | $924k | 5.6k | 165.00 |
| 2022-03-31 | $1.2M | 5.6k | 212.32 |
| 2021-12-31 | $1.4M | 5.6k | 254.11 |
| 2021-09-30 | $1.5M | 5.6k | 271.25 |
| 2021-06-30 | $1.1M | 4.4k | 244.32 |
| 2021-03-31 | $1.3M | 6.1k | 211.90 |
| 2020-12-31 | $1.2M | 5.3k | 222.45 |
| 2020-09-30 | $1.4M | 5.5k | 251.27 |
| 2020-06-30 | $946k | 5.1k | 187.33 |
| 2020-03-31 | $749k | 5.2k | 144.04 |
| 2019-12-31 | $846k | 5.2k | 162.69 |
| 2019-09-30 | $772k | 5.2k | 148.46 |
| 2019-06-30 | $801k | 5.2k | 154.04 |
| 2019-03-31 | $1.0M | 6.6k | 158.33 |
| 2018-12-31 | $1.2M | 8.8k | 136.93 |
| 2018-09-30 | $1.3M | 8.1k | 159.01 |