salesforce shares owned by Financial Partners Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Financial Partners Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 1.0k | 237.04 |
| 2025-06-30 | $301k | 1.1k | 272.64 |
| 2025-03-31 | $302k | 1.1k | 268.36 |
| 2024-12-31 | $368k | 1.1k | 334.21 |
| 2024-09-30 | $388k | 1.4k | 273.64 |
| 2024-06-30 | $331k | 1.3k | 257.20 |
| 2024-03-31 | $384k | 1.3k | 301.18 |
| 2023-12-31 | $320k | 1.2k | 263.14 |
| 2023-09-30 | $246k | 1.2k | 210.01 |
| 2023-06-30 | $248k | 1.2k | 214.59 |
| 2023-03-31 | $235k | 1.2k | 199.78 |
| 2022-12-31 | $201k | 1.2k | 171.08 |