salesforce shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 1.5k | 237.00 |
| 2025-06-30 | $437k | 1.6k | 272.72 |
| 2025-03-31 | $535k | 1.6k | 334.23 |
| 2024-12-31 | $435k | 1.6k | 273.63 |
| 2024-09-30 | $404k | 1.6k | 257.10 |
| 2024-06-30 | $404k | 1.6k | 257.10 |
| 2023-03-31 | $324k | 1.6k | 199.78 |
| 2022-12-31 | $225k | 1.7k | 132.59 |
| 2022-09-30 | $253k | 1.8k | 144.08 |
| 2022-06-30 | $279k | 1.7k | 164.80 |
| 2022-03-31 | $362k | 1.7k | 212.57 |
| 2021-12-31 | $382k | 1.5k | 254.33 |
| 2021-09-30 | $390k | 1.4k | 271.02 |
| 2021-06-30 | $354k | 1.4k | 244.48 |
| 2020-12-31 | $377k | 1.7k | 222.29 |
More positions owned by Cerro Pacific Wealth Advisors
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