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salesforce shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 855 237.00
2025-06-30 $233k 853 272.69
2025-03-31 $229k 853 268.36
2024-12-31 $319k 953 334.33
2024-09-30 $261k 953 273.71
2024-06-30 $245k 953 257.10
2024-03-31 $286k 948 301.18
2023-06-30 $200k 948 211.26

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ab Active Etfs Us Low Volatil (LOWV)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ab Active Etfs Disruptors Etf (FWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Palantir Technologies Cl A (PLTR)
Eli Lilly & Co. (LLY)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Intrepid Financial Planning Group

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