salesforce shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $216k | 814 | 264.91 |
| 2025-06-30 | $272k | 999 | 272.69 |
| 2025-03-31 | $273k | 1.0k | 268.36 |
| 2024-12-31 | $393k | 1.2k | 334.33 |
| 2024-09-30 | $294k | 1.1k | 273.71 |
| 2024-06-30 | $282k | 1.1k | 257.10 |
| 2024-03-31 | $314k | 1.0k | 301.18 |
| 2023-12-31 | $257k | 977 | 263.14 |
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