salesforce shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 1.3k | 236.94 |
| 2025-06-30 | $455k | 1.7k | 272.71 |
| 2025-03-31 | $460k | 1.7k | 268.31 |
| 2024-12-31 | $565k | 1.7k | 334.36 |
| 2024-06-30 | $370k | 1.4k | 257.10 |
| 2024-03-31 | $227k | 753 | 301.18 |