salesforce shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Talisman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $203k | 767 | 265.06 |
| 2025-06-30 | $227k | 832 | 272.63 |
| 2025-03-31 | $229k | 852 | 268.24 |
| 2024-12-31 | $263k | 785 | 334.54 |
| 2024-09-30 | $210k | 759 | 276.73 |
| 2024-03-31 | $211k | 702 | 301.18 |
| 2023-09-30 | $240k | 1.2k | 202.78 |
| 2023-06-30 | $250k | 1.2k | 211.26 |
| 2023-03-31 | $235k | 1.2k | 199.66 |