salesforce shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in salesforce
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All positions including salesforce held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 63k | 139.19 |
| 2025-06-30 | $11M | 65k | 163.40 |
| 2025-03-31 | $8.7M | 58k | 149.11 |
| 2024-12-31 | $17M | 52k | 334.33 |
| 2024-09-30 | $7.6M | 54k | 141.61 |
| 2024-06-30 | $6.8M | 52k | 129.51 |
| 2024-03-31 | $5.9M | 45k | 129.34 |
| 2023-12-31 | $5.6M | 47k | 118.35 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors