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salesforce shares owned by Peterson Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Peterson Wealth Management from 13F filings

Historical chart of Peterson Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Peterson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 8.6k 257.10
2024-03-31 $1.9M 6.4k 301.18
2023-12-31 $1.2M 4.7k 263.14
2023-09-30 $980k 4.8k 202.78
2023-06-30 $991k 4.7k 211.26