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salesforce shares owned by Caldwell Trust

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 17k 237.00
2021-12-31 $5.9M 23k 254.13
2021-09-30 $6.2M 23k 271.22
2021-06-30 $5.2M 22k 244.27
2021-03-31 $4.6M 22k 211.87
2020-12-31 $4.7M 21k 222.53
2020-09-30 $5.2M 21k 251.32
2020-06-30 $4.1M 22k 187.33
2020-03-31 $3.2M 22k 143.98
2019-12-31 $3.4M 21k 162.64