salesforce shares owned by Holistic Planning
Historical chart of Holistic Planning investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 1.5k | 236.97 |
| 2025-06-30 | $472k | 1.7k | 272.69 |
| 2025-03-31 | $264k | 985 | 268.36 |
| 2024-12-31 | $299k | 894 | 334.33 |
| 2024-09-30 | $243k | 888 | 273.71 |
| 2024-06-30 | $218k | 724 | 301.18 |
| 2024-03-31 | $218k | 724 | 301.18 |