salesforce shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in salesforce
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Quarterly reported holdings in salesforce by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.5M | 33k | 257.10 |
| 2024-03-31 | $9.8M | 33k | 301.18 |
| 2023-12-31 | $7.8M | 30k | 263.14 |
| 2023-09-30 | $6.1M | 30k | 202.78 |
| 2023-06-30 | $6.4M | 30k | 211.26 |
| 2023-03-31 | $4.3M | 22k | 199.78 |
| 2022-12-31 | $3.0k | 23k | 0.13 |
| 2022-09-30 | $3.7M | 26k | 143.85 |
| 2022-06-30 | $4.3M | 26k | 165.03 |
| 2022-03-31 | $9.0M | 43k | 212.33 |
| 2021-12-31 | $11M | 43k | 254.13 |
| 2021-09-30 | $11M | 40k | 271.22 |
| 2021-06-30 | $9.1M | 37k | 244.28 |
| 2021-03-31 | $8.5M | 40k | 211.87 |
| 2020-12-31 | $7.7M | 35k | 222.54 |
| 2020-09-30 | $8.6M | 34k | 251.32 |
| 2020-06-30 | $2.1M | 11k | 187.33 |
| 2020-03-31 | $1.2M | 8.6k | 144.02 |
| 2019-12-31 | $1.1M | 6.8k | 162.57 |
| 2019-09-30 | $1.1M | 7.3k | 148.49 |
| 2019-06-30 | $1.1M | 7.1k | 151.68 |
| 2019-03-31 | $961k | 6.1k | 158.45 |
| 2018-12-31 | $1.3M | 9.1k | 136.99 |
| 2018-09-30 | $1.2M | 7.9k | 157.74 |
| 2018-06-30 | $329k | 2.5k | 132.93 |
| 2018-03-31 | $234k | 2.0k | 115.38 |
| 2017-12-31 | $208k | 1.9k | 109.07 |
| 2017-03-31 | $203k | 2.4k | 85.37 |
| 2016-12-31 | $69k | 904 | 76.03 |
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