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salesforce shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 68k 236.99
2025-06-30 $19M 69k 272.69
2025-03-31 $18M 67k 268.35
2024-12-31 $21M 62k 334.32
2024-09-30 $15M 54k 273.71
2024-06-30 $2.1M 8.1k 257.09
2023-12-31 $215k 815 263.14
2022-09-30 $212k 1.5k 143.73
2022-06-30 $264k 1.4k 189.66
2022-03-31 $311k 1.5k 212.43
2021-12-31 $316k 1.5k 217.93
2021-09-30 $235k 866 271.36
2021-06-30 $208k 851 244.42
2020-12-31 $300k 1.3k 240.00
2020-09-30 $340k 1.4k 251.67
2020-06-30 $301k 1.6k 192.46
2020-03-31 $231k 1.6k 143.84
2018-12-31 $382k 2.3k 162.62