salesforce shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Delta Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Delta Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 3.9k | 273.70 |
2024-06-30 | $980k | 3.8k | 257.08 |
2024-03-31 | $1.1M | 3.8k | 301.18 |
2023-12-31 | $851k | 3.2k | 263.14 |
2023-09-30 | $453k | 2.2k | 202.78 |
2023-06-30 | $472k | 2.2k | 211.26 |
2023-03-31 | $355k | 1.8k | 199.78 |
2022-12-31 | $235k | 1.8k | 132.59 |
2022-09-30 | $414k | 2.9k | 144.00 |
2022-06-30 | $458k | 2.8k | 165.05 |
2022-03-31 | $493k | 2.3k | 212.50 |
2021-12-31 | $580k | 2.3k | 254.16 |
2021-09-30 | $413k | 1.5k | 271.35 |
2021-06-30 | $360k | 1.5k | 244.40 |
2021-03-31 | $224k | 1.1k | 211.92 |