salesforce shares owned by Financial Life Planners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Financial Life Planners
from 13F filings
Historical chart of Financial Life Planners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Financial Life Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Financial Life Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $455k | 1.7k | 264.98 |
| 2025-09-30 | $434k | 1.8k | 236.97 |
| 2025-06-30 | $506k | 1.9k | 272.72 |
| 2025-03-31 | $511k | 1.9k | 268.38 |
| 2024-12-31 | $638k | 1.9k | 334.84 |