salesforce shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Waypoint Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $476k | 1.7k | 272.69 |
| 2024-12-31 | $659k | 2.0k | 334.33 |
| 2024-09-30 | $512k | 1.9k | 273.71 |
| 2024-06-30 | $397k | 1.5k | 257.10 |
| 2024-03-31 | $585k | 1.9k | 301.18 |
| 2023-12-31 | $492k | 1.9k | 263.14 |
| 2023-09-30 | $314k | 1.5k | 202.78 |
| 2023-06-30 | $327k | 1.5k | 211.26 |
| 2023-03-31 | $309k | 1.5k | 199.78 |
| 2022-12-31 | $205k | 1.5k | 132.59 |
| 2022-09-30 | $222k | 1.5k | 143.69 |
| 2022-06-30 | $256k | 1.6k | 164.84 |
| 2022-03-31 | $330k | 1.6k | 212.49 |
| 2021-12-31 | $436k | 1.7k | 254.08 |
| 2021-09-30 | $419k | 1.5k | 271.20 |
| 2021-06-30 | $377k | 1.5k | 244.01 |
| 2021-03-31 | $646k | 3.0k | 212.01 |
| 2020-12-31 | $344k | 1.5k | 222.65 |