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salesforce shares owned by Fermata Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Fermata Advisors from 13F filings

Historical chart of Fermata Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $519k 1.9k 273.67
2024-06-30 $356k 1.4k 257.13
2024-03-31 $418k 1.4k 301.18
2021-12-31 $223k 878 253.99
2021-09-30 $226k 835 270.66