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 |
|---|---|---|---|
| 2025-09-30 | $3.9M | 17k | 235.69 |
| 2025-06-30 | $2.6M | 9.7k | 272.69 |
| 2025-03-31 | $2.5M | 9.2k | 268.36 |
| 2024-12-31 | $2.5M | 7.4k | 334.32 |
| 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 |