salesforce shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 1.3k | 235.69 |
| 2025-06-30 | $350k | 1.3k | 272.69 |
| 2025-03-31 | $345k | 1.3k | 268.36 |
| 2024-12-31 | $447k | 1.3k | 334.33 |
| 2024-09-30 | $356k | 1.3k | 273.71 |
| 2024-03-31 | $794k | 2.6k | 301.18 |
| 2023-12-31 | $283k | 1.1k | 263.14 |
| 2023-03-31 | $233k | 1.2k | 199.78 |