salesforce shares owned by Adviser Investments
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 50k | 237.00 |
| 2025-06-30 | $19M | 71k | 272.69 |
| 2025-03-31 | $2.2M | 8.4k | 268.37 |
| 2024-12-31 | $3.7M | 11k | 334.30 |
| 2024-09-30 | $2.4M | 8.7k | 273.77 |
| 2024-06-30 | $2.3M | 9.0k | 257.11 |
| 2024-03-31 | $5.9M | 20k | 301.18 |
| 2023-12-31 | $4.6M | 18k | 263.14 |
| 2023-09-30 | $462k | 2.3k | 202.78 |
| 2023-03-31 | $414k | 2.1k | 199.78 |
| 2022-12-31 | $430k | 3.0k | 144.90 |
| 2022-09-30 | $430k | 3.0k | 143.72 |
| 2022-06-30 | $459k | 2.8k | 165.17 |
| 2022-03-31 | $473k | 2.2k | 212.20 |
| 2021-12-31 | $573k | 2.3k | 254.21 |
| 2021-09-30 | $601k | 2.2k | 271.21 |
| 2021-06-30 | $558k | 2.3k | 244.42 |
| 2021-03-31 | $497k | 2.3k | 211.85 |
| 2020-12-31 | $514k | 2.3k | 222.70 |
| 2020-09-30 | $584k | 2.3k | 251.40 |
| 2020-06-30 | $439k | 2.3k | 187.45 |
| 2020-03-31 | $332k | 2.3k | 143.79 |
| 2019-12-31 | $418k | 2.6k | 162.65 |
| 2019-09-30 | $352k | 2.4k | 148.52 |
| 2019-06-30 | $337k | 2.2k | 151.80 |
| 2019-03-31 | $352k | 2.2k | 158.56 |
| 2018-12-31 | $307k | 2.2k | 136.75 |
| 2018-09-30 | $365k | 2.3k | 158.90 |
| 2018-06-30 | $320k | 2.3k | 136.34 |
| 2018-03-31 | $72k | 621 | 115.94 |