salesforce shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $7.9k | 29 | 272.69 |
| 2025-03-31 | $7.8k | 29 | 268.34 |
| 2024-12-31 | $9.7k | 29 | 334.34 |
| 2024-09-30 | $15k | 55 | 273.71 |
| 2024-06-30 | $6.7k | 26 | 257.12 |
| 2024-03-31 | $7.8k | 26 | 301.15 |
| 2023-12-31 | $6.8k | 26 | 263.12 |
| 2023-09-30 | $5.3k | 26 | 202.77 |
| 2023-06-30 | $5.5k | 26 | 211.27 |
| 2023-03-31 | $5.2k | 26 | 199.77 |
| 2022-12-31 | $3.0k | 26 | 115.38 |
| 2022-09-30 | $4.0k | 26 | 153.85 |
| 2022-06-30 | $4.0k | 26 | 153.85 |
| 2022-03-31 | $6.0k | 26 | 230.77 |
| 2021-12-31 | $7.0k | 26 | 269.23 |
| 2021-09-30 | $7.0k | 26 | 269.23 |
| 2021-06-30 | $14k | 58 | 241.38 |
| 2021-03-31 | $12k | 58 | 206.90 |
| 2020-12-31 | $13k | 58 | 224.14 |
| 2020-09-30 | $7.0k | 26 | 269.23 |
| 2020-06-30 | $5.0k | 26 | 192.31 |
| 2020-03-31 | $4.0k | 26 | 153.85 |