salesforce shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $990k | 4.2k | 237.24 |
| 2025-06-30 | $2.3M | 8.4k | 270.71 |
| 2025-03-31 | $3.0M | 11k | 266.50 |
| 2024-12-31 | $1.7M | 5.3k | 326.60 |
| 2024-09-30 | $1.1M | 4.2k | 270.19 |
| 2023-12-31 | $1.9M | 7.3k | 262.85 |
| 2023-09-30 | $1.2M | 6.0k | 202.78 |
| 2023-06-30 | $1.1M | 5.1k | 211.17 |
| 2023-03-31 | $1.2B | 5.8k | 199779.92 |
| 2022-12-31 | $682M | 5.1k | 132590.00 |
| 2022-09-30 | $782k | 5.4k | 143.75 |
| 2022-06-30 | $204k | 1.2k | 165.45 |
| 2022-03-31 | $398k | 1.9k | 212.27 |
| 2021-12-31 | $613k | 2.4k | 254.25 |
| 2021-09-30 | $538k | 2.0k | 271.44 |
| 2021-06-30 | $214k | 1.9k | 115.24 |
| 2021-03-31 | $854k | 4.0k | 211.86 |
| 2020-12-31 | $704k | 3.2k | 222.22 |
| 2020-09-30 | $873k | 3.5k | 247.80 |
| 2020-06-30 | $607k | 3.2k | 187.23 |
| 2020-03-31 | $478k | 3.3k | 144.02 |
| 2019-12-31 | $529k | 3.3k | 162.72 |
| 2019-09-30 | $205k | 1.4k | 148.55 |
| 2018-09-30 | $486k | 3.1k | 159.14 |
| 2018-06-30 | $391k | 2.9k | 136.47 |
| 2018-03-31 | $391k | 3.4k | 116.44 |
| 2017-12-31 | $264k | 2.6k | 102.21 |
| 2017-09-30 | $260k | 2.8k | 93.42 |
| 2015-03-31 | $1.2M | 18k | 66.82 |