salesforce shares owned by LeClair Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by LeClair Wealth Partners
from 13F filings
Historical chart of LeClair Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by LeClair Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by LeClair Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $256k | 967 | 264.91 |
| 2025-09-30 | $222k | 938 | 237.00 |
| 2025-06-30 | $643k | 2.4k | 272.69 |