salesforce shares owned by Lokken Investment Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $577k | 2.4k | 236.97 |
| 2025-06-30 | $688k | 2.5k | 272.69 |
| 2025-03-31 | $708k | 2.6k | 268.40 |
| 2024-12-31 | $1.2M | 3.6k | 334.31 |
| 2024-09-30 | $967k | 3.5k | 273.70 |
| 2024-06-30 | $914k | 3.6k | 257.10 |
| 2024-03-31 | $1.1M | 3.6k | 301.18 |
| 2023-12-31 | $950k | 3.6k | 263.14 |
| 2023-09-30 | $732k | 3.6k | 202.78 |
| 2023-06-30 | $756k | 3.6k | 211.26 |