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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

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Quarterly reported holdings in salesforce by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
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