salesforce shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $462k | 1.9k | 237.01 |
| 2025-06-30 | $566k | 2.1k | 272.71 |
| 2024-12-31 | $609k | 1.8k | 334.28 |
| 2024-09-30 | $246k | 898 | 273.94 |
| 2024-06-30 | $244k | 8.9k | 27.45 |
| 2024-03-31 | $249k | 824 | 302.18 |
| 2023-12-31 | $230k | 873 | 263.46 |
| 2023-06-30 | $211k | 998 | 211.18 |
| 2023-03-31 | $299k | 1.5k | 196.10 |
| 2021-12-31 | $215k | 848 | 253.54 |
| 2021-09-30 | $402k | 1.3k | 298.56 |
| 2021-06-30 | $951k | 232k | 4.09 |
| 2021-03-31 | $116k | 511 | 227.01 |
| 2020-12-31 | $116k | 511 | 227.01 |
| 2020-09-30 | $126k | 502 | 251.00 |
| 2020-06-30 | $94k | 504 | 186.51 |
| 2020-03-31 | $37k | 257 | 143.97 |
| 2019-12-31 | $41k | 250 | 164.00 |
| 2019-09-30 | $17k | 115 | 147.83 |
| 2019-06-30 | $51k | 335 | 152.24 |
| 2019-03-31 | $17k | 112 | 151.79 |
| 2018-12-31 | $14k | 105 | 133.33 |