Summit Financial »

salesforce shares owned by Summit Financial

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 8.6k 301.58
2023-12-31 $2.5M 9.3k 263.14
2023-09-30 $1.7M 8.6k 202.78
2023-06-30 $3.4M 16k 211.26
2023-03-31 $3.1M 16k 199.78
2022-12-31 $2.6M 19k 132.59
2022-09-30 $3.4M 24k 143.84
2022-06-30 $3.7M 23k 165.04
2022-03-31 $3.1M 14k 212.32
2021-12-31 $3.1M 12k 254.13
2021-09-30 $2.9M 11k 271.22
2021-06-30 $397k 1.6k 244.27