salesforce shares owned by Circle Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in salesforce by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.1M | 7.2k | 156.66 |
| 2024-03-31 | $244k | 810 | 301.18 |
| 2023-12-31 | $681k | 2.6k | 263.14 |
| 2023-09-30 | $495k | 2.4k | 202.78 |
| 2023-06-30 | $503k | 2.4k | 211.26 |
| 2023-03-31 | $477k | 2.4k | 199.78 |
| 2022-12-31 | $315k | 2.4k | 132.59 |
| 2021-12-31 | $279k | 1.1k | 254.10 |
| 2021-09-30 | $327k | 1.2k | 270.92 |
| 2021-06-30 | $271k | 1.1k | 244.36 |
| 2021-03-31 | $235k | 1.1k | 211.90 |
| 2020-12-31 | $264k | 1.2k | 222.41 |
| 2020-09-30 | $298k | 1.2k | 251.05 |
| 2020-06-30 | $237k | 1.3k | 187.65 |
| 2020-03-31 | $271k | 1.9k | 143.92 |
| 2019-12-31 | $276k | 1.7k | 162.35 |
| 2019-09-30 | $268k | 1.8k | 148.39 |
| 2019-06-30 | $237k | 1.6k | 151.92 |