salesforce shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in salesforce
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Quarterly reported holdings in salesforce by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $225k | 839 | 268.36 |
| 2024-12-31 | $284k | 850 | 334.33 |
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