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salesforce shares owned by Independent Financial Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 14k 186.67
2025-09-30 $4.7M 20k 237.00
2025-06-30 $4.9M 18k 272.69
2025-03-31 $4.7M 18k 268.36
2024-12-31 $6.0M 18k 334.33
2024-09-30 $4.7M 17k 273.72
2024-06-30 $4.5M 18k 257.10
2024-03-31 $5.5M 18k 301.18
2023-12-31 $4.9M 19k 263.14
2023-09-30 $4.4M 22k 202.78
2023-06-30 $4.4M 21k 211.26
2023-03-31 $4.5M 23k 199.78
2022-12-31 $3.1M 24k 132.59
2022-09-30 $3.8M 26k 143.84
2022-06-30 $4.7M 28k 165.04
2022-03-31 $6.0M 28k 212.32
2021-12-31 $6.7M 27k 254.13
2021-09-30 $7.0M 26k 271.22
2021-06-30 $6.7M 27k 244.27
2021-03-31 $5.6M 27k 211.87
2020-12-31 $5.5M 25k 222.53
2020-09-30 $5.2M 21k 251.32
2020-06-30 $4.3M 23k 187.33
2020-03-31 $3.1M 22k 143.98