salesforce shares owned by HB Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 42k | 237.00 |
| 2025-06-30 | $9.6M | 35k | 272.70 |
| 2025-03-31 | $9.6M | 36k | 268.36 |
| 2024-12-31 | $8.9M | 27k | 334.40 |
| 2024-09-30 | $6.6M | 24k | 273.72 |
| 2024-06-30 | $4.8M | 19k | 257.11 |
| 2024-03-31 | $5.6M | 19k | 301.18 |
| 2023-12-31 | $3.6M | 14k | 263.14 |
| 2023-09-30 | $3.1M | 15k | 202.78 |
| 2023-06-30 | $2.6M | 12k | 211.26 |
| 2023-03-31 | $2.2M | 11k | 199.78 |
| 2022-12-31 | $1.1M | 8.7k | 132.59 |
| 2022-09-30 | $822k | 5.7k | 143.86 |
| 2022-06-30 | $1.6M | 9.8k | 165.06 |
| 2022-03-31 | $1.5M | 6.9k | 212.35 |
| 2021-12-31 | $1.1M | 4.4k | 254.15 |
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