salesforce shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in salesforce by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.5k | 237.00 |
| 2025-06-30 | $1.5M | 5.4k | 272.69 |
| 2025-03-31 | $1.9M | 6.9k | 268.37 |
| 2024-12-31 | $2.8M | 8.3k | 334.34 |
| 2024-09-30 | $2.3M | 8.4k | 273.71 |
| 2024-06-30 | $2.1M | 8.1k | 257.10 |
| 2024-03-31 | $2.7M | 9.1k | 301.18 |
| 2021-12-31 | $6.0k | 25 | 240.00 |