salesforce shares owned by Forum Financial Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in salesforce
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Quarterly reported holdings in salesforce by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.5k | 236.99 |
| 2025-06-30 | $2.5M | 9.2k | 272.69 |
| 2025-03-31 | $2.8M | 11k | 268.36 |
| 2024-12-31 | $3.5M | 11k | 334.33 |
| 2024-09-30 | $2.3M | 8.5k | 273.72 |
| 2024-06-30 | $2.2M | 8.4k | 257.10 |
| 2024-03-31 | $2.5M | 8.2k | 301.18 |
| 2023-12-31 | $2.1M | 8.1k | 263.13 |
| 2023-09-30 | $1.6M | 8.1k | 202.77 |
| 2023-06-30 | $1.7M | 8.0k | 211.25 |
| 2023-03-31 | $1.6M | 8.0k | 199.77 |
| 2022-12-31 | $877k | 6.6k | 132.58 |
| 2022-09-30 | $705k | 4.9k | 143.91 |
| 2022-06-30 | $1.3M | 7.7k | 165.02 |
| 2022-03-31 | $1.3M | 6.3k | 212.19 |
| 2021-12-31 | $1.9M | 7.7k | 254.18 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management