salesforce shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 1.4k | 236.94 |
| 2025-06-30 | $433k | 1.6k | 272.61 |
| 2025-03-31 | $377k | 1.4k | 268.43 |
| 2024-12-31 | $903k | 2.7k | 334.36 |
| 2024-09-30 | $735k | 2.7k | 273.72 |
| 2024-06-30 | $355k | 1.4k | 257.10 |
| 2024-03-31 | $497k | 1.7k | 301.18 |
| 2023-12-31 | $367k | 1.4k | 263.14 |
| 2023-09-30 | $353k | 1.7k | 202.78 |
| 2023-06-30 | $655k | 3.1k | 211.26 |
| 2023-03-31 | $601k | 3.0k | 199.78 |
| 2022-12-31 | $401k | 3.0k | 132.59 |
| 2022-09-30 | $445k | 3.1k | 143.78 |
| 2022-06-30 | $565k | 3.4k | 164.92 |
| 2022-03-31 | $494k | 2.3k | 212.29 |
| 2021-12-31 | $556k | 2.2k | 254.11 |
| 2021-09-30 | $219k | 809 | 270.70 |
| 2020-12-31 | $502k | 2.3k | 222.42 |
| 2020-09-30 | $608k | 2.4k | 251.34 |
| 2020-06-30 | $418k | 2.2k | 187.44 |
| 2019-12-31 | $253k | 1.6k | 162.70 |
| 2019-03-31 | $222k | 1.4k | 158.57 |