salesforce shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in salesforce
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Quarterly reported holdings in salesforce by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $692k | 2.8k | 245.78 |
| 2025-06-30 | $741k | 2.7k | 273.65 |
| 2025-03-31 | $682k | 2.7k | 255.00 |
| 2024-12-31 | $642k | 2.0k | 317.85 |
| 2024-09-30 | $549k | 1.9k | 290.86 |
| 2024-06-30 | $394k | 1.6k | 252.59 |
| 2024-03-31 | $320k | 1.2k | 277.41 |
| 2023-12-31 | $271k | 988 | 274.46 |
| 2023-09-30 | $223k | 1.1k | 208.32 |
| 2023-06-30 | $237k | 1.1k | 211.26 |
| 2023-03-31 | $223k | 1.1k | 197.79 |
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