salesforce shares owned by Yoder Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Yoder Wealth Management
from 13F filings
Historical chart of Yoder Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Yoder Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Yoder Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 1.4k | 237.00 |
| 2025-06-30 | $356k | 1.3k | 272.69 |
| 2025-03-31 | $330k | 1.2k | 268.36 |
| 2024-12-31 | $414k | 1.2k | 334.33 |
| 2024-09-30 | $332k | 1.2k | 273.71 |
| 2024-06-30 | $304k | 1.2k | 257.10 |
| 2024-03-31 | $355k | 1.2k | 301.18 |
| 2023-12-31 | $316k | 1.2k | 263.14 |
| 2023-09-30 | $251k | 1.2k | 202.78 |
| 2023-06-30 | $250k | 1.2k | 211.26 |
| 2023-03-31 | $224k | 1.1k | 199.78 |