salesforce shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in salesforce
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Quarterly reported holdings in salesforce by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 11k | 237.00 |
| 2025-06-30 | $2.6M | 9.5k | 272.69 |
| 2025-03-31 | $2.0M | 7.4k | 268.36 |
| 2024-12-31 | $2.5M | 7.5k | 334.34 |
| 2024-09-30 | $1.9M | 7.1k | 273.71 |
| 2024-06-30 | $1.6M | 6.2k | 257.10 |
| 2024-03-31 | $2.0M | 6.8k | 301.18 |
| 2023-12-31 | $1.5M | 5.8k | 263.14 |
| 2023-09-30 | $621k | 3.1k | 202.78 |
| 2023-06-30 | $263k | 1.2k | 211.26 |
| 2023-03-31 | $227k | 1.1k | 199.78 |
| 2022-12-31 | $222k | 1.7k | 132.59 |
| 2022-09-30 | $359k | 2.5k | 143.89 |
| 2022-06-30 | $391k | 2.4k | 165.12 |
| 2022-03-31 | $400k | 1.9k | 212.31 |
| 2021-12-31 | $351k | 1.4k | 253.98 |
| 2021-09-30 | $128k | 473 | 270.61 |
| 2021-06-30 | $254k | 1.0k | 244.47 |
| 2021-03-31 | $224k | 1.1k | 211.92 |
| 2020-12-31 | $150k | 673 | 222.88 |