salesforce shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $480k | 2.0k | 237.02 |
| 2025-06-30 | $548k | 2.0k | 272.70 |
| 2025-03-31 | $507k | 1.9k | 268.37 |
| 2024-12-31 | $622k | 1.9k | 334.34 |
| 2024-09-30 | $522k | 1.9k | 273.72 |
| 2024-06-30 | $490k | 1.9k | 257.10 |
| 2024-03-31 | $483k | 1.6k | 301.18 |
| 2023-12-31 | $425k | 1.6k | 263.14 |
| 2023-09-30 | $339k | 1.7k | 202.78 |
| 2023-06-30 | $360k | 1.7k | 211.26 |
| 2023-03-31 | $377k | 1.9k | 199.78 |
| 2022-12-31 | $242k | 1.8k | 132.59 |
| 2022-09-30 | $395k | 2.7k | 143.95 |
| 2022-06-30 | $396k | 2.4k | 165.21 |
| 2022-03-31 | $449k | 2.1k | 211.99 |
| 2021-12-31 | $377k | 1.5k | 254.04 |
| 2021-09-30 | $353k | 1.3k | 270.50 |
| 2021-06-30 | $318k | 1.3k | 243.68 |
| 2021-03-31 | $275k | 1.3k | 211.86 |
| 2020-12-31 | $236k | 1.1k | 222.64 |
| 2020-09-30 | $266k | 1.1k | 251.42 |
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