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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

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Jeppson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
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