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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

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 6.4k 273.71
2024-06-30 $1.6M 6.3k 258.77
2024-03-31 $1.6M 5.9k 268.92
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