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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

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Quarterly reported holdings in salesforce by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
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