salesforce shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 38k | 237.00 |
| 2025-06-30 | $7.3M | 27k | 272.69 |
| 2025-03-31 | $6.6M | 25k | 268.36 |
| 2024-12-31 | $7.8M | 23k | 334.33 |
| 2024-09-30 | $6.4M | 23k | 273.71 |
| 2024-06-30 | $5.8M | 23k | 257.10 |
| 2024-03-31 | $7.4M | 25k | 301.18 |
| 2023-12-31 | $7.0M | 27k | 263.14 |
| 2023-09-30 | $5.4M | 27k | 202.78 |
| 2023-06-30 | $5.6M | 27k | 211.26 |
| 2023-03-31 | $5.3M | 26k | 199.78 |
| 2022-12-31 | $3.5M | 26k | 132.59 |
| 2022-09-30 | $3.8M | 26k | 143.85 |
| 2022-06-30 | $4.5M | 27k | 165.03 |
| 2022-03-31 | $5.7M | 27k | 212.33 |
| 2021-12-31 | $6.1M | 24k | 254.14 |
| 2021-09-30 | $6.5M | 24k | 271.24 |
| 2021-06-30 | $5.2M | 21k | 244.25 |
| 2021-03-31 | $4.3M | 20k | 211.89 |
| 2020-12-31 | $4.1M | 18k | 222.53 |
| 2020-09-30 | $1.0M | 4.2k | 251.38 |
| 2020-06-30 | $973k | 5.2k | 187.40 |