salesforce shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $369k | 1.5k | 238.88 |
| 2025-06-30 | $458k | 1.7k | 272.69 |
| 2025-03-31 | $454k | 1.7k | 268.36 |
| 2024-12-31 | $449k | 1.3k | 334.33 |
| 2024-09-30 | $372k | 1.4k | 273.71 |
| 2024-06-30 | $318k | 1.2k | 257.10 |
| 2024-03-31 | $355k | 1.2k | 301.18 |
| 2023-12-31 | $310k | 1.2k | 263.14 |
| 2022-03-31 | $248k | 1.2k | 212.51 |
| 2021-12-31 | $279k | 1.1k | 253.87 |
| 2021-09-30 | $312k | 1.1k | 271.54 |
| 2021-06-30 | $284k | 1.2k | 244.20 |
| 2021-03-31 | $237k | 1.1k | 211.80 |
| 2020-12-31 | $768k | 3.4k | 222.67 |
| 2020-09-30 | $687k | 2.7k | 251.46 |
| 2020-06-30 | $503k | 2.6k | 191.84 |
| 2020-03-31 | $368k | 2.6k | 143.92 |
| 2019-12-31 | $427k | 2.6k | 162.54 |
| 2019-09-30 | $380k | 2.6k | 148.61 |
| 2019-06-30 | $388k | 2.6k | 151.74 |
| 2019-03-31 | $865k | 9.4k | 92.04 |
| 2018-12-31 | $345k | 2.5k | 137.07 |
| 2018-09-30 | $369k | 2.6k | 141.16 |
| 2018-06-30 | $420k | 3.1k | 136.41 |
| 2018-03-31 | $405k | 3.5k | 116.41 |
| 2017-12-31 | $341k | 3.3k | 102.34 |
| 2017-09-30 | $335k | 3.6k | 93.52 |
| 2017-06-30 | $274k | 3.2k | 86.71 |
| 2017-03-31 | $261k | 3.2k | 82.59 |
| 2016-12-31 | $216k | 3.2k | 68.35 |