salesforce shares owned by Advus Financial Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $791k | 5.1k | 156.67 |
| 2026-03-31 | $1.0M | 5.5k | 186.68 |
| 2025-12-31 | $1.2M | 4.5k | 264.90 |
| 2025-09-30 | $854k | 3.6k | 236.98 |
| 2025-06-30 | $717k | 2.6k | 272.72 |
| 2025-03-31 | $570k | 2.1k | 268.42 |
| 2024-12-31 | $710k | 2.1k | 334.30 |
| 2024-09-30 | $507k | 1.9k | 273.73 |
| 2024-06-30 | $482k | 1.9k | 257.14 |
| 2024-03-31 | $478k | 1.6k | 301.18 |
| 2023-12-31 | $380k | 1.4k | 263.14 |
| 2023-09-30 | $288k | 1.4k | 202.78 |
| 2023-06-30 | $288k | 1.4k | 211.26 |
| 2023-03-31 | $268k | 1.3k | 199.78 |
| 2021-09-30 | $251k | 987 | 254.13 |