salesforce shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in salesforce
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Quarterly reported holdings in salesforce by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.6k | 237.00 |
| 2025-06-30 | $2.6M | 9.6k | 272.70 |
| 2024-12-31 | $3.1M | 9.2k | 334.35 |
| 2024-09-30 | $2.5M | 9.2k | 273.72 |
| 2024-06-30 | $2.3M | 8.9k | 257.11 |
| 2024-03-31 | $2.7M | 9.0k | 301.18 |
| 2023-12-31 | $2.4M | 9.2k | 263.14 |
| 2023-09-30 | $1.8M | 9.1k | 202.78 |
| 2023-06-30 | $1.9M | 8.8k | 211.26 |
| 2023-03-31 | $1.8M | 8.9k | 199.78 |
| 2022-12-31 | $1.2M | 8.9k | 132.59 |
| 2022-09-30 | $1.3M | 9.0k | 143.87 |
| 2022-06-30 | $1.3M | 7.8k | 164.99 |
| 2022-03-31 | $1.4M | 6.8k | 212.37 |
| 2021-12-31 | $1.0M | 4.1k | 254.22 |
| 2021-09-30 | $1.1M | 3.9k | 271.29 |
| 2021-06-30 | $951k | 3.9k | 244.28 |
| 2021-03-31 | $820k | 3.9k | 211.89 |
| 2020-12-31 | $847k | 3.8k | 222.60 |
| 2020-09-30 | $841k | 3.3k | 251.42 |
| 2020-06-30 | $620k | 3.3k | 187.25 |
| 2020-03-31 | $471k | 3.3k | 144.12 |
| 2019-12-31 | $533k | 3.3k | 162.55 |
| 2019-09-30 | $484k | 3.3k | 148.56 |
| 2019-06-30 | $479k | 3.2k | 151.68 |
| 2019-03-31 | $445k | 2.8k | 158.48 |
| 2018-12-31 | $362k | 2.6k | 137.12 |