salesforce shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $187k | 787 | 237.00 |
| 2025-06-30 | $229k | 841 | 272.69 |
| 2025-03-31 | $225k | 840 | 268.36 |
| 2024-12-31 | $283k | 845 | 334.33 |
| 2024-09-30 | $294k | 1.1k | 273.71 |
| 2024-06-30 | $296k | 1.2k | 257.10 |
| 2024-03-31 | $2.3k | 77 | 30.10 |
| 2023-12-31 | $322k | 1.2k | 263.14 |
| 2023-09-30 | $233k | 1.2k | 202.78 |
| 2023-06-30 | $257k | 1.2k | 211.26 |
| 2023-03-31 | $245k | 1.2k | 199.78 |
| 2022-12-31 | $176k | 1.3k | 132.59 |
| 2022-09-30 | $209k | 1.5k | 143.84 |
| 2022-06-30 | $246k | 1.5k | 164.88 |
| 2022-03-31 | $317k | 1.5k | 212.47 |
| 2021-12-31 | $449k | 1.8k | 254.13 |
| 2021-09-30 | $425k | 1.6k | 271.22 |
| 2021-06-30 | $383k | 1.6k | 244.27 |
| 2021-03-31 | $382k | 1.8k | 211.87 |
| 2020-12-31 | $353k | 1.6k | 222.29 |
| 2020-09-30 | $394k | 1.6k | 251.32 |
| 2020-06-30 | $301k | 209 | 1440.19 |
| 2020-03-31 | $231k | 1.6k | 143.98 |
| 2019-12-31 | $265k | 1.6k | 162.64 |
| 2019-09-30 | $238k | 1.6k | 148.10 |
| 2019-06-30 | $244k | 1.6k | 151.73 |
| 2019-03-31 | $255k | 1.6k | 158.37 |
| 2018-12-31 | $220k | 1.6k | 136.90 |
| 2018-09-30 | $255k | 1.6k | 158.68 |
| 2018-06-30 | $218k | 1.6k | 135.66 |
| 2017-12-31 | $211k | 2.1k | 101.93 |