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salesforce shares owned by GoalVest Advisory

Quarter-by-quarter ownership of salesforce (CRM) shares owned by GoalVest Advisory from 13F filings

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

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Quarterly 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