salesforce shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Peterson Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 3.5k | 149.39 |
| 2025-06-30 | $582k | 2.1k | 272.69 |
| 2025-03-31 | $572k | 2.1k | 268.30 |
| 2024-12-31 | $737k | 2.2k | 334.32 |
| 2024-09-30 | $579k | 2.1k | 273.67 |
| 2024-06-30 | $518k | 2.0k | 257.12 |
| 2024-03-31 | $597k | 2.0k | 301.18 |
| 2023-12-31 | $524k | 2.0k | 263.14 |
| 2023-09-30 | $405k | 2.0k | 202.78 |
| 2023-06-30 | $402k | 1.9k | 211.26 |
| 2023-03-31 | $372k | 1.9k | 199.78 |
| 2022-12-31 | $265k | 2.0k | 132.59 |
| 2022-09-30 | $286k | 2.0k | 143.72 |
| 2022-06-30 | $329k | 2.0k | 165.08 |
| 2022-03-31 | $1.9M | 8.8k | 212.30 |
| 2021-12-31 | $1.9M | 7.6k | 254.13 |