salesforce shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 874 | 237.10 |
| 2025-06-30 | $736k | 2.7k | 272.70 |
| 2025-03-31 | $1.2M | 4.5k | 268.33 |
| 2024-12-31 | $1.8M | 5.4k | 334.32 |
| 2024-09-30 | $1.5M | 5.4k | 273.71 |
| 2024-06-30 | $1.5M | 5.8k | 257.12 |
| 2024-03-31 | $1.1M | 3.7k | 301.18 |
| 2023-12-31 | $838k | 3.2k | 263.14 |
| 2021-12-31 | $314k | 1.2k | 254.25 |
More positions owned by Capital Advisors Wealth Management
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