salesforce shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.1k | 237.00 |
| 2025-06-30 | $1.3M | 4.8k | 272.69 |
| 2025-03-31 | $1.3M | 4.9k | 268.36 |
| 2024-12-31 | $1.9M | 5.6k | 334.66 |
| 2024-09-30 | $1.9M | 6.2k | 310.78 |
| 2024-06-30 | $1.6M | 6.5k | 251.12 |
| 2024-03-31 | $1.8M | 6.7k | 271.92 |
| 2023-12-31 | $1.7M | 6.6k | 263.14 |