salesforce shares owned by Everhart Financial Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in salesforce
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All positions including salesforce held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.0k | 236.98 |
| 2025-06-30 | $1.5M | 5.4k | 272.71 |
| 2025-03-31 | $1.6M | 6.1k | 268.37 |
| 2024-12-31 | $1.9M | 5.8k | 334.34 |
| 2024-09-30 | $1.4M | 5.1k | 273.72 |
| 2024-06-30 | $1.1M | 4.4k | 257.10 |
| 2024-03-31 | $1.3M | 4.4k | 301.18 |
| 2023-12-31 | $1.0M | 3.8k | 263.14 |
| 2023-09-30 | $730k | 3.6k | 202.78 |
| 2023-06-30 | $716k | 3.4k | 211.26 |
| 2023-03-31 | $593k | 3.0k | 199.78 |
| 2022-09-30 | $223k | 1.6k | 143.87 |
| 2022-06-30 | $620k | 3.8k | 165.16 |
| 2022-03-31 | $245k | 1.2k | 212.67 |
| 2021-12-31 | $462k | 1.8k | 254.13 |
| 2021-09-30 | $444k | 1.6k | 271.23 |
| 2021-06-30 | $340k | 1.4k | 244.25 |