salesforce shares owned by Heritage Trust
Historical chart of Heritage Trust investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 8.1k | 237.00 |
| 2025-06-30 | $2.2M | 8.0k | 272.69 |
| 2025-03-31 | $2.1M | 7.9k | 268.36 |
| 2024-12-31 | $2.2M | 6.6k | 334.33 |
| 2024-06-30 | $1.7M | 6.7k | 257.10 |
| 2024-03-31 | $2.0M | 6.5k | 301.18 |
| 2023-12-31 | $1.8M | 6.7k | 263.14 |
| 2023-09-30 | $1.4M | 6.7k | 202.78 |
| 2023-06-30 | $1.5M | 6.9k | 211.26 |
| 2023-03-31 | $1.3M | 6.6k | 199.78 |
| 2022-12-31 | $989k | 7.5k | 132.59 |
| 2022-09-30 | $966k | 6.7k | 143.90 |
| 2022-06-30 | $1.1M | 6.6k | 164.98 |
| 2022-03-31 | $1.2M | 5.7k | 212.41 |
| 2021-12-31 | $1.5M | 5.7k | 254.12 |
| 2021-09-30 | $1.6M | 5.8k | 271.23 |
| 2021-06-30 | $1.3M | 5.4k | 244.24 |
| 2021-03-31 | $1.2M | 5.5k | 211.79 |
| 2020-12-31 | $1.3M | 6.0k | 222.56 |
| 2020-09-30 | $1.5M | 6.1k | 251.19 |
| 2020-06-30 | $1.3M | 7.1k | 187.35 |
| 2020-03-31 | $316k | 2.2k | 144.03 |
| 2019-12-31 | $357k | 2.2k | 162.72 |
| 2019-09-30 | $359k | 2.4k | 148.35 |
| 2019-06-30 | $367k | 2.4k | 151.65 |
| 2019-03-31 | $383k | 2.4k | 158.26 |
| 2018-12-31 | $304k | 2.2k | 136.94 |
| 2018-09-30 | $353k | 2.2k | 159.01 |
| 2018-06-30 | $303k | 2.2k | 136.49 |
| 2018-03-31 | $258k | 2.2k | 116.22 |
| 2017-12-31 | $227k | 2.2k | 102.25 |
| 2017-09-30 | $207k | 2.2k | 93.24 |
| 2017-06-30 | $216k | 2.5k | 86.71 |