salesforce shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in salesforce
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All positions including salesforce held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 4.9k | 264.92 |
| 2025-06-30 | $233k | 855 | 272.69 |
| 2025-03-31 | $616k | 2.3k | 268.37 |
| 2024-12-31 | $453k | 1.4k | 334.34 |