salesforce shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in salesforce
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Quarterly reported holdings in salesforce by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 15k | 237.01 |
| 2025-06-30 | $4.1M | 15k | 272.69 |
| 2025-03-31 | $4.6M | 17k | 268.35 |
| 2024-12-31 | $6.8M | 20k | 334.34 |
| 2024-09-30 | $5.7M | 21k | 273.72 |
| 2024-06-30 | $4.3M | 17k | 257.10 |
| 2024-03-31 | $5.4M | 18k | 301.18 |
| 2023-12-31 | $5.1M | 19k | 263.14 |
| 2023-09-30 | $4.8M | 24k | 202.78 |
| 2023-06-30 | $4.6M | 22k | 211.26 |
| 2023-03-31 | $2.0M | 10k | 199.78 |
| 2022-12-31 | $543k | 4.1k | 132.59 |