salesforce shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 2.2k | 237.00 |
| 2025-06-30 | $667k | 2.4k | 272.69 |
| 2025-03-31 | $618k | 2.3k | 268.36 |
| 2024-12-31 | $731k | 2.2k | 334.33 |
| 2024-09-30 | $591k | 2.2k | 273.71 |
| 2024-06-30 | $525k | 2.0k | 257.10 |
| 2024-03-31 | $904k | 3.0k | 301.18 |
| 2023-12-31 | $772k | 2.9k | 263.14 |
| 2023-09-30 | $571k | 2.8k | 202.78 |
| 2023-06-30 | $617k | 2.9k | 211.26 |
| 2023-03-31 | $613k | 3.1k | 199.78 |
| 2022-09-30 | $276k | 1.9k | 143.75 |
| 2022-06-30 | $290k | 1.8k | 165.24 |
| 2022-03-31 | $601k | 2.8k | 212.44 |
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