salesforce shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 1.3k | 236.92 |
| 2025-06-30 | $354k | 1.3k | 272.79 |
| 2025-03-31 | $344k | 1.3k | 268.43 |
| 2024-12-31 | $418k | 1.2k | 334.40 |
| 2024-09-30 | $342k | 1.2k | 273.75 |
| 2024-06-30 | $309k | 1.2k | 257.12 |
| 2024-03-31 | $360k | 1.2k | 301.18 |
| 2023-12-31 | $313k | 1.2k | 263.14 |
| 2023-09-30 | $241k | 1.2k | 202.78 |
| 2023-06-30 | $210k | 994 | 211.26 |