salesforce shares owned by Advisor OS
Historical chart of Advisor OS investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 2.3k | 237.00 |
| 2025-06-30 | $733k | 2.7k | 272.70 |
| 2025-03-31 | $714k | 2.7k | 268.37 |
| 2024-12-31 | $758k | 2.3k | 334.40 |
| 2024-09-30 | $421k | 1.5k | 274.50 |
| 2024-06-30 | $420k | 1.6k | 257.11 |
| 2024-03-31 | $534k | 1.8k | 301.18 |
| 2023-12-31 | $355k | 1.3k | 263.14 |
| 2023-09-30 | $207k | 1.0k | 202.78 |