salesforce shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 880 | 237.12 |
| 2025-06-30 | $289k | 1.1k | 271.91 |
| 2025-03-31 | $282k | 1.0k | 271.63 |
| 2024-12-31 | $341k | 1.0k | 332.91 |
| 2024-09-30 | $278k | 953 | 291.58 |
| 2024-06-30 | $208k | 823 | 252.53 |
| 2024-03-31 | $278k | 920 | 301.91 |
| 2023-12-31 | $259k | 983 | 263.14 |
| 2023-09-30 | $226k | 1.1k | 206.85 |
| 2023-03-31 | $206k | 1.0k | 199.78 |
| 2022-12-31 | $208k | 1.5k | 142.21 |
| 2022-09-30 | $216k | 1.5k | 143.62 |
| 2022-06-30 | $375k | 2.3k | 164.91 |
| 2022-03-31 | $590k | 2.8k | 212.46 |
| 2021-12-31 | $832k | 3.3k | 254.12 |
| 2021-09-30 | $1.1M | 4.0k | 271.18 |
| 2021-06-30 | $1.2M | 5.0k | 244.18 |
| 2021-03-31 | $1.2M | 5.6k | 211.81 |
| 2020-12-31 | $1.0M | 4.6k | 222.61 |
| 2020-09-30 | $913k | 3.6k | 251.17 |
| 2020-06-30 | $685k | 3.6k | 192.04 |
| 2020-03-31 | $485k | 2.9k | 169.52 |
| 2019-12-31 | $456k | 2.4k | 189.29 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services