salesforce shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in salesforce
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Quarterly reported holdings in salesforce by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 2.2k | 237.00 |
| 2025-06-30 | $893k | 3.3k | 272.69 |
| 2025-03-31 | $667k | 2.5k | 268.36 |
| 2024-12-31 | $748k | 2.2k | 334.33 |
| 2024-09-30 | $1.3M | 4.6k | 273.72 |
| 2024-06-30 | $1.3M | 4.9k | 257.10 |
| 2024-03-31 | $1.5M | 4.9k | 301.18 |
| 2023-12-31 | $1.3M | 4.9k | 263.14 |
| 2023-09-30 | $1.0M | 5.1k | 202.78 |
| 2023-06-30 | $1.1M | 5.2k | 211.26 |
| 2023-03-31 | $1.1M | 5.7k | 199.79 |
| 2022-12-31 | $211k | 1.6k | 132.61 |
| 2022-09-30 | $439k | 3.0k | 148.15 |
| 2022-06-30 | $1.1M | 6.5k | 165.07 |
| 2022-03-31 | $996k | 4.7k | 212.28 |
| 2021-12-31 | $1.5M | 6.1k | 255.32 |
| 2021-09-30 | $1.3M | 4.9k | 271.26 |
| 2021-06-30 | $1.1M | 4.7k | 244.30 |
| 2021-03-31 | $879k | 4.2k | 208.33 |
| 2020-12-31 | $891k | 4.0k | 224.14 |
| 2020-09-30 | $1.1M | 4.4k | 247.79 |
| 2020-06-30 | $735k | 4.0k | 182.69 |
| 2020-03-31 | $536k | 3.9k | 135.92 |
| 2019-12-31 | $476k | 2.9k | 162.62 |
| 2019-09-30 | $350k | 2.4k | 148.37 |
| 2019-06-30 | $211k | 1.4k | 151.38 |
| 2018-12-31 | $206k | 1.5k | 136.82 |
| 2018-09-30 | $231k | 1.5k | 158.63 |
| 2018-06-30 | $222k | 1.6k | 136.40 |
More positions owned by Pinnacle Wealth Planning Services
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