salesforce shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in salesforce
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Quarterly reported holdings in salesforce by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.7M | 21k | 272.89 |
| 2025-03-31 | $14M | 52k | 268.36 |
| 2024-12-31 | $15M | 46k | 334.65 |
| 2024-09-30 | $12M | 45k | 274.07 |
| 2024-06-30 | $13M | 52k | 257.11 |
| 2024-03-31 | $16M | 54k | 301.51 |
| 2023-12-31 | $15M | 56k | 263.14 |
| 2023-09-30 | $13M | 62k | 202.78 |
| 2023-06-30 | $14M | 64k | 211.26 |
| 2023-03-31 | $11M | 56k | 199.78 |
| 2022-12-31 | $7.7M | 58k | 132.59 |
| 2022-09-30 | $8.9M | 62k | 143.84 |
| 2022-06-30 | $9.5M | 58k | 165.17 |
| 2022-03-31 | $8.3M | 39k | 212.32 |