salesforce shares owned by AA Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.2k | 236.98 |
| 2025-06-30 | $1.5M | 5.6k | 272.71 |
| 2025-03-31 | $1.8M | 6.7k | 268.37 |
| 2024-12-31 | $2.1M | 6.3k | 334.34 |
| 2024-09-30 | $1.7M | 6.3k | 273.71 |
| 2024-06-30 | $1.5M | 5.8k | 257.10 |
| 2024-03-31 | $1.8M | 6.0k | 301.18 |