salesforce shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $307k | 1.6k | 186.69 |
| 2025-09-30 | $3.0M | 13k | 237.00 |
| 2025-06-30 | $3.4M | 13k | 272.69 |
| 2025-03-31 | $3.3M | 12k | 268.36 |
| 2022-06-30 | $334k | 2.0k | 169.72 |
| 2022-03-31 | $443k | 2.1k | 214.42 |
| 2021-12-31 | $582k | 2.3k | 254.26 |
| 2021-09-30 | $633k | 2.3k | 271.09 |
| 2021-06-30 | $26k | 107 | 242.99 |
| 2021-03-31 | $47k | 224 | 209.82 |
| 2020-12-31 | $16k | 74 | 216.22 |
| 2020-09-30 | $246k | 980 | 251.02 |
| 2020-06-30 | $14k | 74 | 189.19 |
| 2020-03-31 | $118k | 820 | 143.90 |
| 2019-12-31 | $360k | 2.2k | 162.60 |
| 2019-09-30 | $9.0k | 58 | 155.17 |
| 2019-06-30 | $16k | 104 | 153.85 |
| 2019-03-31 | $124k | 785 | 157.96 |
| 2018-12-31 | $206k | 1.5k | 137.24 |