salesforce shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $882k | 3.7k | 236.99 |
| 2025-06-30 | $1.1M | 4.2k | 272.68 |
| 2025-03-31 | $978k | 3.6k | 268.34 |
| 2024-12-31 | $1.5M | 4.6k | 334.30 |
| 2024-09-30 | $1.2M | 4.3k | 273.73 |
| 2024-06-30 | $2.1M | 8.0k | 257.10 |
| 2024-03-31 | $2.5M | 8.2k | 301.18 |
| 2023-09-30 | $1.7M | 8.3k | 202.78 |
| 2023-06-30 | $1.6M | 7.5k | 211.26 |
| 2023-03-31 | $1.8M | 9.1k | 199.78 |
| 2022-12-31 | $1.1M | 8.6k | 132.59 |
| 2022-09-30 | $1.3M | 9.2k | 143.81 |
| 2022-06-30 | $1.3M | 7.7k | 165.07 |
| 2022-03-31 | $1.6M | 7.5k | 212.32 |
| 2021-12-31 | $1.8M | 7.2k | 254.19 |
| 2021-09-30 | $1.9M | 7.0k | 271.16 |
| 2021-06-30 | $1.7M | 7.1k | 244.33 |
| 2021-03-31 | $1.6M | 7.8k | 211.91 |
| 2020-12-31 | $1.4M | 6.4k | 222.47 |
| 2020-09-30 | $2.0k | 6.4k | 0.31 |
| 2020-06-30 | $1.2M | 6.6k | 187.28 |
| 2020-03-31 | $961k | 6.7k | 144.03 |
| 2019-12-31 | $685k | 4.2k | 162.28 |