salesforce shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 5.5k | 273.71 |
| 2024-06-30 | $1.1M | 4.2k | 257.10 |
| 2024-03-31 | $1.1M | 3.7k | 301.18 |