salesforce shares owned by Burns Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Burns Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $11M | 31k | 334.33 |
2024-09-30 | $16M | 59k | 273.71 |
2024-06-30 | $11M | 42k | 257.10 |
2024-03-31 | $1.5M | 5.1k | 301.20 |
2023-09-30 | $980k | 4.8k | 202.78 |
2023-06-30 | $1.0M | 4.9k | 211.26 |
2023-03-31 | $1.1M | 5.3k | 199.77 |
2022-12-31 | $877k | 6.6k | 132.58 |
2022-09-30 | $4.7M | 33k | 143.83 |
2022-06-30 | $6.0M | 36k | 165.03 |
2022-03-31 | $8.2M | 38k | 212.32 |
2021-12-31 | $9.6M | 38k | 254.14 |
2021-09-30 | $14M | 50k | 271.21 |
2021-06-30 | $8.9M | 36k | 244.28 |
2021-03-31 | $562k | 2.7k | 211.76 |
2020-12-31 | $899k | 4.0k | 222.47 |
2020-09-30 | $863k | 3.4k | 251.53 |
2020-06-30 | $525k | 2.8k | 187.50 |
2020-03-31 | $352k | 2.4k | 143.85 |
2019-12-31 | $278k | 1.7k | 162.67 |
2019-09-30 | $329k | 2.2k | 148.60 |
2019-06-30 | $524k | 3.5k | 151.75 |
2019-03-31 | $547k | 3.5k | 158.41 |
2018-12-31 | $435k | 3.2k | 137.09 |
2018-09-30 | $379k | 2.4k | 159.11 |
2018-06-30 | $228k | 1.7k | 136.20 |