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
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Quarterly reported holdings in salesforce by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 9.2k | 237.00 |
| 2025-06-30 | $2.4M | 8.8k | 272.69 |
| 2025-03-31 | $2.2M | 8.3k | 268.36 |
| 2024-12-31 | $2.8M | 8.3k | 334.32 |
| 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 |