salesforce shares owned by Center for Financial Planning
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in salesforce
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Quarterly reported holdings in salesforce by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 7.4k | 237.01 |
| 2025-06-30 | $2.0M | 7.4k | 272.70 |
| 2025-03-31 | $2.0M | 7.4k | 268.37 |
| 2024-12-31 | $2.5M | 7.4k | 334.34 |
| 2024-09-30 | $2.0M | 7.4k | 273.71 |
| 2024-06-30 | $2.0M | 7.7k | 257.10 |
| 2024-03-31 | $2.3M | 7.7k | 301.18 |
| 2023-12-31 | $1.9M | 7.4k | 263.14 |
| 2023-09-30 | $1.5M | 7.4k | 202.78 |
| 2023-06-30 | $1.5M | 7.3k | 211.26 |
| 2023-03-31 | $1.5M | 7.3k | 199.78 |
| 2022-12-31 | $971k | 7.3k | 132.59 |
| 2022-09-30 | $1000k | 7.0k | 143.80 |
| 2022-06-30 | $1.1M | 7.0k | 165.08 |
| 2022-03-31 | $1.5M | 7.0k | 212.25 |
| 2021-12-31 | $1.8M | 7.0k | 254.10 |
| 2021-09-30 | $1.9M | 7.0k | 271.21 |
| 2021-06-30 | $1.7M | 6.8k | 244.32 |
| 2021-03-31 | $1.4M | 6.8k | 211.86 |
| 2020-12-31 | $1.5M | 6.8k | 222.52 |
| 2020-09-30 | $1.7M | 6.8k | 251.26 |
| 2020-06-30 | $1.3M | 6.8k | 187.35 |
| 2020-03-31 | $807k | 5.6k | 144.06 |
| 2019-12-31 | $911k | 5.6k | 162.62 |
More positions owned by Center for Financial Planning
View all positions for Center for Financial Planning