salesforce shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $441k | 2.2k | 202.78 |
| 2023-06-30 | $480k | 2.3k | 211.27 |
| 2023-03-31 | $574k | 2.9k | 199.78 |
| 2022-12-31 | $370k | 2.8k | 132.59 |
| 2022-09-30 | $381k | 2.6k | 143.99 |
| 2022-06-30 | $1.3M | 7.8k | 165.02 |
| 2022-03-31 | $1.7M | 7.8k | 212.33 |
| 2021-12-31 | $2.0M | 8.1k | 254.16 |
| 2021-09-30 | $2.4M | 8.8k | 271.22 |
| 2021-06-30 | $1.7M | 7.0k | 244.30 |
| 2020-12-31 | $2.4M | 11k | 222.55 |
| 2020-06-30 | $2.4M | 13k | 187.35 |
| 2019-12-31 | $2.3M | 14k | 162.67 |
| 2019-09-30 | $2.1M | 15k | 148.42 |
| 2019-06-30 | $2.3M | 15k | 151.75 |
| 2019-03-31 | $2.4M | 15k | 158.38 |
| 2018-12-31 | $2.1M | 15k | 136.97 |
| 2018-09-30 | $253k | 1.6k | 159.32 |
| 2015-09-30 | $30k | 445 | 67.42 |
| 2015-06-30 | $10k | 150 | 66.67 |
| 2015-03-31 | $20k | 292 | 68.49 |
| 2014-12-31 | $46k | 774 | 59.43 |
| 2014-09-30 | $3.0k | 50 | 60.00 |
| 2014-06-30 | $11k | 190 | 58.08 |
| 2014-03-31 | $10k | 170 | 58.82 |
| 2013-12-31 | $11k | 200 | 55.00 |
| 2013-09-30 | $65k | 1.3k | 52.00 |
| 2013-06-30 | $44k | 1.2k | 37.93 |