salesforce shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $657k | 2.4k | 272.69 |
| 2025-03-31 | $646k | 2.4k | 268.36 |
| 2024-12-31 | $852k | 2.4k | 354.00 |
| 2024-09-30 | $701k | 2.5k | 276.64 |
| 2024-06-30 | $651k | 2.5k | 257.10 |
| 2024-03-31 | $805k | 2.7k | 301.18 |
| 2023-09-30 | $557k | 2.7k | 202.78 |
| 2023-06-30 | $635k | 2.8k | 224.27 |
| 2023-03-31 | $596k | 3.1k | 194.02 |
| 2022-12-31 | $537k | 3.1k | 174.64 |
More positions owned by Kapstone Financial Advisors
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