salesforce shares owned by GoalVest Advisory
Historical chart of GoalVest Advisory investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178k | 749 | 237.00 |
| 2025-06-30 | $204k | 749 | 272.69 |
| 2025-03-31 | $179k | 667 | 268.36 |
| 2024-12-31 | $224k | 669 | 334.33 |
| 2024-09-30 | $260k | 951 | 273.71 |
| 2024-06-30 | $228k | 887 | 257.10 |
| 2024-03-31 | $281k | 932 | 301.18 |
| 2023-12-31 | $82k | 310 | 263.14 |
| 2023-09-30 | $50k | 246 | 202.78 |
| 2023-06-30 | $43k | 219 | 196.49 |
| 2023-03-31 | $44k | 219 | 199.78 |
| 2022-12-31 | $39k | 291 | 132.59 |
| 2022-09-30 | $42k | 291 | 144.33 |
| 2022-06-30 | $744k | 4.3k | 172.10 |
| 2022-03-31 | $918k | 4.3k | 212.21 |
| 2021-06-30 | $980k | 4.0k | 244.39 |
| 2021-03-31 | $1.8M | 8.7k | 211.89 |
| 2020-12-31 | $1.5M | 6.9k | 222.58 |