salesforce shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 2.1k | 237.05 |
| 2025-06-30 | $373k | 1.4k | 269.88 |
| 2025-03-31 | $389k | 1.5k | 268.41 |
| 2024-12-31 | $391k | 1.2k | 320.07 |