salesforce shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 9.4k | 237.00 |
| 2025-06-30 | $2.4M | 8.8k | 272.99 |
| 2025-03-31 | $2.3M | 8.5k | 268.36 |
| 2024-12-31 | $2.5M | 7.4k | 334.33 |
| 2024-09-30 | $1.7M | 6.4k | 273.71 |
| 2024-06-30 | $1.6M | 6.3k | 258.77 |
| 2024-03-31 | $1.6M | 6.1k | 263.15 |
| 2023-12-31 | $1.6M | 6.1k | 263.15 |
| 2023-09-30 | $1.2M | 5.7k | 202.78 |
| 2023-06-30 | $1.3M | 6.0k | 211.26 |
| 2023-03-31 | $1.1M | 5.7k | 199.78 |
| 2022-12-31 | $573k | 4.3k | 132.59 |
| 2022-09-30 | $878k | 6.2k | 142.37 |
| 2022-06-30 | $397k | 2.4k | 165.32 |
| 2022-03-31 | $479k | 2.3k | 209.68 |
| 2021-12-31 | $429k | 1.7k | 251.61 |
More positions owned by EverSource Wealth Advisors
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