salesforce shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 1.2k | 237.00 |
| 2025-06-30 | $340k | 1.2k | 272.69 |
| 2025-03-31 | $332k | 1.2k | 268.36 |
| 2024-12-31 | $416k | 1.2k | 334.33 |
| 2024-09-30 | $346k | 1.3k | 273.71 |
| 2024-06-30 | $325k | 1.3k | 257.10 |
| 2024-03-31 | $283k | 938 | 301.18 |