salesforce shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 3.8k | 272.69 |
| 2025-03-31 | $990k | 3.7k | 268.36 |
| 2024-12-31 | $1.3M | 3.8k | 334.33 |
| 2024-09-30 | $1.0M | 3.8k | 273.71 |
| 2024-06-30 | $753k | 2.9k | 257.10 |
| 2024-03-31 | $588k | 2.0k | 301.18 |
| 2023-12-31 | $511k | 1.9k | 263.14 |
| 2023-09-30 | $388k | 1.9k | 202.78 |
| 2023-06-30 | $399k | 1.9k | 211.26 |
| 2023-03-31 | $375k | 1.9k | 199.78 |