salesforce shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $344k | 1.3k | 264.87 |
| 2025-06-30 | $202k | 741 | 272.85 |
| 2025-03-31 | $290k | 1.1k | 268.45 |
| 2024-12-31 | $338k | 1.0k | 334.42 |
| 2024-09-30 | $257k | 853 | 301.18 |
| 2024-03-31 | $257k | 853 | 301.18 |
| 2023-12-31 | $255k | 969 | 263.14 |
| 2023-06-30 | $219k | 1.0k | 211.26 |
| 2022-06-30 | $211k | 1.3k | 165.62 |
| 2022-03-31 | $249k | 1.2k | 212.64 |
| 2021-12-31 | $298k | 1.2k | 254.48 |
| 2021-09-30 | $261k | 962 | 271.31 |
| 2021-06-30 | $225k | 921 | 244.30 |
More positions owned by Monticello Wealth Management
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