salesforce shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.5k | 237.00 |
| 2025-06-30 | $2.0M | 7.5k | 272.69 |
| 2025-03-31 | $2.0M | 7.3k | 268.36 |
| 2024-12-31 | $2.5M | 7.4k | 334.33 |
| 2024-09-30 | $2.0M | 7.3k | 272.59 |
| 2024-06-30 | $1.2M | 4.8k | 257.10 |
| 2024-03-31 | $698k | 2.3k | 301.18 |
| 2023-12-31 | $622k | 2.4k | 263.14 |
| 2023-09-30 | $505k | 2.5k | 202.78 |
| 2023-06-30 | $507k | 2.4k | 213.82 |
| 2023-03-31 | $510k | 2.6k | 199.78 |
| 2022-09-30 | $1.2M | 8.6k | 143.81 |
| 2022-06-30 | $1.6M | 9.6k | 165.05 |
| 2022-03-31 | $2.3M | 11k | 212.28 |
| 2021-12-31 | $3.6M | 14k | 254.16 |
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