Mindset Wealth Management »

salesforce shares owned by Mindset Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Mindset Wealth Management from 13F filings

Historical chart of Mindset Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Mindset Wealth Management 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 Mindset Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 1.1k 236.94
2025-06-30 $368k 1.4k 272.78
2025-03-31 $391k 1.5k 268.38