salesforce shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 33k | 237.01 |
| 2025-06-30 | $13M | 47k | 272.68 |
| 2025-03-31 | $16M | 60k | 268.36 |
| 2024-12-31 | $22M | 66k | 334.32 |
| 2024-09-30 | $19M | 68k | 273.71 |
| 2024-06-30 | $15M | 58k | 257.10 |
| 2024-03-31 | $15M | 51k | 301.19 |
| 2023-12-31 | $8.6M | 33k | 263.16 |
| 2023-09-30 | $4.9M | 24k | 202.76 |
| 2023-06-30 | $5.9M | 28k | 211.27 |
| 2023-03-31 | $5.4M | 27k | 199.80 |
| 2022-12-31 | $4.4M | 33k | 132.59 |
| 2022-09-30 | $4.7M | 33k | 143.81 |
| 2022-06-30 | $4.7M | 29k | 165.02 |
| 2022-03-31 | $4.2M | 20k | 214.54 |
| 2021-12-31 | $4.3M | 17k | 255.18 |
| 2021-09-30 | $4.5M | 17k | 271.16 |
| 2021-06-30 | $3.8M | 16k | 241.95 |
| 2021-03-31 | $3.4M | 16k | 211.90 |
| 2020-12-31 | $3.5M | 16k | 222.54 |
| 2020-09-30 | $3.8M | 15k | 251.33 |
| 2020-06-30 | $1.8M | 9.7k | 187.31 |
| 2020-03-31 | $948k | 6.6k | 144.12 |
| 2019-12-31 | $1.0M | 6.3k | 162.74 |
| 2019-09-30 | $1.2M | 7.9k | 148.44 |
| 2019-06-30 | $990k | 6.5k | 151.70 |
| 2019-03-31 | $921k | 5.8k | 158.44 |
| 2018-12-31 | $756k | 5.5k | 136.98 |
More positions owned by Great Valley Advisor Group
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