salesforce shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $213k | 804 | 264.91 |
| 2025-03-31 | $250k | 932 | 268.36 |
| 2024-12-31 | $603k | 1.8k | 334.33 |
| 2023-12-31 | $412k | 1.6k | 263.14 |
| 2023-09-30 | $191k | 942 | 202.78 |
| 2022-12-31 | $133 | 1 | 133.00 |
| 2022-09-30 | $0 | 1 | 0.00 |
| 2022-06-30 | $0 | 1 | 0.00 |
| 2022-03-31 | $0 | 1 | 0.00 |
More positions owned by Spartan Planning & Wealth Management
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