salesforce shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Mattern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 1.3k | 237.00 |
| 2025-06-30 | $361k | 1.3k | 272.75 |
| 2025-03-31 | $439k | 1.6k | 268.43 |
| 2024-12-31 | $540k | 1.6k | 334.38 |
| 2024-09-30 | $395k | 1.4k | 273.74 |
| 2024-06-30 | $397k | 1.5k | 257.12 |
| 2024-03-31 | $413k | 1.4k | 301.18 |
| 2023-12-31 | $361k | 1.4k | 263.14 |
| 2023-09-30 | $214k | 1.1k | 202.78 |
| 2023-06-30 | $219k | 1.0k | 211.26 |
| 2023-03-31 | $257k | 1.3k | 199.78 |
| 2022-09-30 | $206k | 1.4k | 143.65 |
| 2022-06-30 | $235k | 1.4k | 165.03 |
| 2022-03-31 | $366k | 1.7k | 212.30 |
| 2021-12-31 | $425k | 1.7k | 253.88 |
| 2021-09-30 | $469k | 1.7k | 271.26 |
| 2021-06-30 | $412k | 1.7k | 238.29 |
| 2021-03-31 | $371k | 1.8k | 212.00 |
| 2020-12-31 | $391k | 1.8k | 222.79 |
| 2020-09-30 | $440k | 1.8k | 251.43 |
| 2020-06-30 | $327k | 1.7k | 187.39 |
| 2020-03-31 | $233k | 1.6k | 143.83 |
| 2019-12-31 | $231k | 1.4k | 162.68 |