salesforce shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Lucia Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-09-30 | $2.6M | 10k | 251.36 |
2020-06-30 | $1.4M | 7.5k | 187.38 |
2020-03-31 | $933k | 6.5k | 143.94 |
2019-12-31 | $1.6M | 10k | 162.60 |
2019-09-30 | $1.3M | 8.8k | 148.41 |
2019-06-30 | $157k | 1.0k | 151.25 |
2019-03-31 | $2.0M | 13k | 158.39 |
2018-12-31 | $1.6M | 12k | 136.97 |
2018-09-30 | $3.0M | 19k | 159.02 |
2018-06-30 | $2.8M | 21k | 136.41 |