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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

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Quarterly 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