salesforce shares owned by ORG Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by ORG Wealth Partners
from 13F filings
Historical chart of ORG Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by ORG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $388k | 1.5k | 264.91 |
| 2025-09-30 | $586k | 2.5k | 237.00 |
| 2025-06-30 | $0 | 2.7k | 0.00 |
| 2025-03-31 | $733k | 2.7k | 270.18 |
| 2024-12-31 | $703k | 2.1k | 334.29 |
| 2024-09-30 | $577k | 2.1k | 273.50 |