salesforce shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $42k | 230 | 182.61 |
| 2025-12-31 | $34k | 129 | 263.57 |
| 2025-09-30 | $18k | 79 | 227.85 |
| 2025-06-30 | $28k | 105 | 266.67 |
| 2024-12-31 | $65k | 196 | 331.63 |
| 2024-09-30 | $26k | 95 | 273.68 |
| 2024-06-30 | $24k | 96 | 250.00 |
| 2024-03-31 | $19k | 63 | 301.59 |
| 2023-12-31 | $14k | 52 | 269.23 |
| 2023-09-30 | $12k | 59 | 196.43 |
| 2023-06-30 | $9.0k | 46 | 195.12 |
| 2023-03-31 | $0 | 7 | 0.00 |
| 2022-12-31 | $999 | 7 | 142.86 |
| 2022-09-30 | $999 | 7 | 142.86 |
| 2022-06-30 | $9.0k | 57 | 157.89 |
| 2020-12-31 | $87k | 391 | 222.51 |
More positions owned by Efficient Wealth Management
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