salesforce shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Key Client Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.8k | 236.98 |
| 2025-06-30 | $2.1M | 7.9k | 272.67 |
| 2025-03-31 | $2.1M | 7.9k | 268.36 |
| 2024-12-31 | $2.6M | 7.9k | 334.33 |
| 2024-09-30 | $2.5M | 9.0k | 273.71 |
| 2024-06-30 | $2.3M | 9.1k | 257.10 |
| 2024-03-31 | $1.1M | 3.7k | 301.22 |
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