salesforce shares owned by GeoWealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in salesforce by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 22k | 237.01 |
| 2025-06-30 | $4.4M | 16k | 272.70 |
| 2025-03-31 | $4.3M | 16k | 268.37 |
| 2024-12-31 | $5.7M | 17k | 334.33 |
| 2024-09-30 | $4.2M | 16k | 273.71 |
| 2024-06-30 | $4.0M | 16k | 257.10 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-09-30 | $75k | 368 | 203.80 |
| 2023-06-30 | $125k | 588 | 212.59 |
| 2022-03-31 | $115k | 541 | 212.57 |