Lucia Wealth Services »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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