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salesforce shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in salesforce

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

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Quarterly reported holdings in salesforce by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $464k 3.0k 157.05
2026-03-31 $684k 3.7k 186.66
2025-12-31 $1.0M 3.9k 264.90

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