salesforce shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 1.5k | 237.00 |
| 2025-06-30 | $421k | 1.5k | 272.69 |
| 2025-03-31 | $449k | 1.7k | 268.36 |
| 2024-12-31 | $571k | 1.7k | 334.33 |
| 2024-09-30 | $496k | 1.8k | 273.71 |
| 2024-06-30 | $476k | 1.9k | 257.10 |
| 2024-03-31 | $568k | 1.9k | 301.18 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors