salesforce shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 1.7k | 236.94 |
| 2025-06-30 | $468k | 1.7k | 272.62 |
| 2025-03-31 | $459k | 1.7k | 268.29 |
| 2024-12-31 | $583k | 1.7k | 334.40 |
| 2024-09-30 | $474k | 1.7k | 273.64 |
| 2024-06-30 | $507k | 2.0k | 257.04 |
| 2024-03-31 | $579k | 1.9k | 301.11 |
| 2023-09-30 | $390k | 1.9k | 202.73 |
| 2023-06-30 | $402k | 1.9k | 211.21 |
| 2023-03-31 | $409k | 2.0k | 199.74 |
| 2022-12-31 | $276k | 2.1k | 132.56 |
| 2022-09-30 | $266k | 1.8k | 143.94 |
| 2022-06-30 | $498k | 3.0k | 165.06 |
| 2022-03-31 | $640k | 3.0k | 212.13 |
| 2021-12-31 | $957k | 3.8k | 254.05 |
| 2021-09-30 | $1.0M | 3.8k | 271.11 |
| 2021-06-30 | $910k | 3.7k | 244.10 |
| 2021-03-31 | $809k | 3.7k | 217.01 |
| 2020-12-31 | $270k | 1.2k | 222.22 |