salesforce shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 2.7k | 238.51 |
| 2025-06-30 | $680k | 2.6k | 263.74 |
| 2025-03-31 | $1.3M | 4.7k | 269.47 |
| 2024-12-31 | $1.7M | 5.3k | 326.56 |
| 2024-09-30 | $705k | 2.5k | 286.68 |
| 2024-06-30 | $592k | 2.3k | 256.32 |
| 2024-03-31 | $622k | 2.3k | 268.68 |
| 2023-12-31 | $503k | 2.0k | 250.63 |
| 2023-09-30 | $269k | 1.3k | 207.25 |
| 2023-06-30 | $220k | 1.0k | 213.72 |
| 2023-03-31 | $209k | 1.0k | 201.08 |
| 2022-09-30 | $531k | 3.7k | 142.67 |
| 2022-06-30 | $656k | 3.7k | 176.72 |
| 2022-03-31 | $570k | 3.0k | 191.28 |
| 2021-12-31 | $799k | 3.7k | 218.49 |
| 2021-09-30 | $1.5M | 4.7k | 309.95 |
| 2021-06-30 | $1.1M | 4.7k | 243.32 |
| 2021-03-31 | $1.3M | 5.5k | 231.40 |
| 2020-12-31 | $1.2M | 5.4k | 225.66 |
| 2020-09-30 | $837k | 3.3k | 254.10 |
| 2020-06-30 | $346k | 1.7k | 201.28 |
| 2020-03-31 | $206k | 1.2k | 166.67 |
| 2019-12-31 | $592k | 3.1k | 189.08 |
| 2019-09-30 | $504k | 3.1k | 161.80 |
| 2019-06-30 | $680k | 4.4k | 153.54 |
| 2019-03-31 | $564 | 3.6k | 0.16 |
| 2018-12-31 | $573k | 3.6k | 158.95 |
| 2018-09-30 | $585k | 4.4k | 133.93 |
| 2018-06-30 | $726k | 5.3k | 136.39 |
| 2018-03-31 | $709k | 6.1k | 116.29 |
| 2017-12-31 | $595k | 5.8k | 102.23 |
More positions owned by Castle Rock Wealth Management
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