salesforce shares owned by LJI Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $423k | 1.8k | 237.00 |
| 2025-06-30 | $472k | 1.7k | 272.69 |
| 2025-03-31 | $464k | 1.7k | 268.36 |
| 2024-12-31 | $542k | 1.6k | 334.33 |
| 2024-09-30 | $437k | 1.6k | 273.71 |
| 2024-06-30 | $414k | 1.6k | 257.10 |
| 2023-09-30 | $318k | 1.6k | 202.78 |
| 2023-06-30 | $277k | 1.3k | 211.26 |
| 2023-03-31 | $262k | 1.3k | 199.78 |
| 2022-12-31 | $217k | 1.6k | 132.59 |