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salesforce shares owned by Secure Asset Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Secure Asset Management from 13F filings

Historical chart of Secure Asset Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 7.0k 273.73
2024-06-30 $1.4M 5.3k 257.09
2024-03-31 $1.3M 4.2k 301.18
2023-12-31 $1.4M 5.5k 263.14
2023-09-30 $1.1M 5.6k 202.78
2023-06-30 $1.1M 5.4k 211.26
2023-03-31 $1.1M 5.3k 199.78
2022-12-31 $934k 7.0k 132.59
2022-09-30 $372k 2.6k 143.68
2022-06-30 $402k 2.4k 165.02
2022-03-31 $431k 2.0k 212.21
2021-12-31 $326k 1.3k 253.89
2021-09-30 $418k 1.5k 270.90
2021-06-30 $381k 1.6k 244.54
2021-03-31 $211k 994 212.27