salesforce shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $261k | 954 | 273.57 |
| 2024-06-30 | $245k | 953 | 257.16 |
| 2024-03-31 | $308k | 1.0k | 301.18 |
| 2023-12-31 | $262k | 997 | 263.14 |
| 2023-06-30 | $201k | 953 | 211.26 |