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
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All positions including salesforce held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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