salesforce shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $272k | 904 | 301.18 |
| 2023-12-31 | $244k | 926 | 263.14 |
| 2023-06-30 | $220k | 1.0k | 211.26 |
| 2023-03-31 | $245k | 1.2k | 199.78 |
| 2022-03-31 | $248k | 1.2k | 211.97 |
| 2021-12-31 | $290k | 1.1k | 253.72 |
| 2021-09-30 | $327k | 1.2k | 270.92 |
| 2021-06-30 | $295k | 1.2k | 244.41 |
| 2021-03-31 | $238k | 1.1k | 211.74 |
| 2020-12-31 | $251k | 1.1k | 222.12 |
More positions owned by Morris Retirement Advisors
View all positions for Morris Retirement Advisors