salesforce shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in salesforce
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Quarterly reported holdings in salesforce by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $24M | 87k | 272.69 |
| 2025-03-31 | $23M | 84k | 268.36 |
| 2024-12-31 | $27M | 82k | 334.33 |
| 2024-09-30 | $21M | 77k | 273.71 |
| 2024-06-30 | $18M | 71k | 257.10 |
| 2024-03-31 | $11M | 36k | 301.18 |
| 2023-12-31 | $8.7M | 33k | 263.14 |
| 2023-09-30 | $6.7M | 33k | 202.78 |
| 2023-06-30 | $6.8M | 32k | 211.26 |
| 2023-03-31 | $6.5M | 32k | 199.78 |
| 2022-12-31 | $4.4M | 34k | 132.59 |
| 2022-09-30 | $5.0M | 35k | 143.84 |
| 2022-06-30 | $5.7M | 34k | 165.03 |
| 2022-03-31 | $7.0M | 33k | 211.95 |
| 2021-12-31 | $8.4M | 33k | 254.13 |
| 2021-09-30 | $8.5M | 31k | 270.84 |
| 2021-06-30 | $6.3M | 26k | 244.43 |
| 2021-03-31 | $4.5M | 21k | 212.00 |
| 2020-12-31 | $4.9M | 22k | 222.50 |
| 2020-09-30 | $7.4M | 29k | 252.40 |
| 2020-06-30 | $3.1M | 16k | 186.75 |
| 2020-03-31 | $1.8M | 13k | 143.67 |
| 2019-12-31 | $2.1M | 13k | 162.48 |
| 2019-09-30 | $1.8M | 12k | 148.78 |
| 2019-06-30 | $1.9M | 12k | 151.73 |
| 2019-03-31 | $1.7M | 11k | 158.41 |
| 2018-12-31 | $910k | 6.6k | 136.90 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services