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
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Quarterly reported holdings in salesforce by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.1k | 237.01 |
| 2025-06-30 | $1.7M | 6.1k | 272.67 |
| 2025-03-31 | $1.6M | 6.0k | 268.38 |
| 2024-12-31 | $2.0M | 5.9k | 334.31 |
| 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 |