salesforce shares owned by LifePlan Financial
Quarter-by-quarter ownership of salesforce (CRM) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 8.5k | 273.71 |
| 2024-06-30 | $1.7M | 6.6k | 257.10 |
| 2024-03-31 | $2.1M | 6.9k | 301.17 |
| 2023-12-31 | $1.8M | 7.0k | 263.14 |