salesforce shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in salesforce by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 10k | 237.01 |
| 2025-06-30 | $2.3M | 8.3k | 272.70 |
| 2025-03-31 | $1.7M | 6.5k | 268.37 |
| 2024-12-31 | $2.2M | 6.6k | 334.34 |
| 2024-09-30 | $1.7M | 6.4k | 273.72 |
| 2024-06-30 | $1.5M | 5.7k | 257.10 |
| 2024-03-31 | $1.8M | 5.8k | 301.18 |
| 2023-12-31 | $1.4M | 5.3k | 263.14 |
| 2023-09-30 | $959k | 4.7k | 202.78 |
| 2023-06-30 | $818k | 3.9k | 211.26 |
| 2023-03-31 | $701k | 3.5k | 199.78 |
| 2022-12-31 | $302k | 2.3k | 132.59 |
| 2022-09-30 | $249k | 1.7k | 143.76 |
| 2022-06-30 | $449k | 2.7k | 165.01 |
| 2022-03-31 | $385k | 1.8k | 212.24 |
| 2021-12-31 | $565k | 2.2k | 254.05 |
| 2021-09-30 | $436k | 1.6k | 270.98 |
| 2021-06-30 | $332k | 1.4k | 244.48 |
| 2021-03-31 | $208k | 984 | 211.38 |
| 2020-12-31 | $245k | 1.1k | 222.93 |
| 2020-09-30 | $228k | 907 | 251.38 |
| 2019-03-31 | $25k | 156 | 160.26 |
| 2018-12-31 | $12k | 86 | 139.53 |
| 2018-09-30 | $13k | 82 | 158.54 |
| 2018-06-30 | $12k | 82 | 146.34 |
| 2018-03-31 | $5.0k | 48 | 104.17 |
| 2017-12-31 | $4.0k | 48 | 83.33 |