salesforce shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in salesforce
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All positions including salesforce held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35M | 127k | 273.71 |
| 2024-06-30 | $35M | 135k | 257.10 |
| 2024-03-31 | $29M | 97k | 301.18 |
| 2023-12-31 | $25M | 96k | 263.14 |
| 2023-09-30 | $20M | 99k | 202.78 |
| 2023-06-30 | $20M | 94k | 211.26 |
| 2023-03-31 | $18M | 88k | 199.78 |
| 2022-12-31 | $14M | 108k | 132.59 |
| 2022-09-30 | $17M | 119k | 143.84 |
| 2022-06-30 | $19M | 115k | 165.04 |
| 2022-03-31 | $21M | 97k | 212.32 |
| 2021-12-31 | $20M | 79k | 254.13 |
| 2021-09-30 | $21M | 79k | 271.22 |
| 2021-06-30 | $16M | 67k | 244.27 |
| 2021-03-31 | $13M | 63k | 211.86 |
| 2020-12-31 | $19M | 83k | 222.40 |
| 2020-09-30 | $11M | 44k | 251.40 |