salesforce shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 11k | 274.10 |
| 2024-06-30 | $3.0M | 12k | 257.10 |
| 2023-12-31 | $2.9M | 11k | 263.13 |
| 2023-09-30 | $2.2M | 11k | 202.80 |
| 2023-06-30 | $2.2M | 11k | 211.28 |
| 2023-03-31 | $2.1M | 11k | 199.75 |
| 2022-06-30 | $1.7M | 10k | 165.00 |
| 2022-03-31 | $2.3M | 11k | 212.35 |
| 2021-12-31 | $2.8M | 11k | 254.15 |
| 2021-09-30 | $2.8M | 11k | 271.23 |
| 2021-06-30 | $1.1M | 4.5k | 248.32 |
| 2021-03-31 | $898k | 4.2k | 211.79 |
| 2020-12-31 | $1.1M | 5.0k | 222.47 |
| 2020-09-30 | $1.3M | 5.0k | 251.25 |
| 2020-06-30 | $920k | 4.9k | 187.30 |
| 2020-03-31 | $568k | 3.9k | 144.09 |
| 2019-12-31 | $476k | 2.9k | 162.51 |
| 2019-09-30 | $371k | 2.7k | 137.20 |
| 2019-06-30 | $378k | 2.5k | 151.75 |
| 2019-03-31 | $340k | 2.1k | 158.21 |
| 2018-12-31 | $312k | 2.3k | 137.14 |
| 2018-09-30 | $315k | 2.0k | 159.25 |
| 2018-06-30 | $499k | 3.7k | 136.34 |
| 2018-03-31 | $417k | 3.6k | 116.19 |
| 2017-12-31 | $336k | 3.3k | 102.22 |
More positions owned by Lake Street Advisors Group
View all positions for Lake Street Advisors Group