salesforce shares owned by Modera Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 28k | 237.00 |
| 2025-06-30 | $7.5M | 28k | 272.69 |
| 2025-03-31 | $7.2M | 27k | 268.36 |
| 2024-12-31 | $8.7M | 26k | 334.33 |
| 2024-09-30 | $6.7M | 24k | 273.70 |
| 2024-06-30 | $5.4M | 21k | 257.11 |
| 2024-03-31 | $3.9M | 13k | 301.19 |
| 2023-12-31 | $3.0M | 11k | 263.15 |
| 2023-09-30 | $1.8M | 8.9k | 202.78 |
| 2023-06-30 | $1.4M | 6.6k | 211.26 |
| 2023-03-31 | $330k | 1.7k | 199.78 |
| 2022-12-31 | $233k | 1.8k | 132.59 |
| 2022-09-30 | $249k | 1.7k | 143.68 |
| 2022-06-30 | $283k | 1.7k | 165.21 |
| 2022-03-31 | $381k | 1.8k | 212.26 |
| 2021-12-31 | $1.2M | 4.8k | 254.28 |
| 2021-09-30 | $570k | 2.1k | 271.30 |
| 2020-12-31 | $218k | 980 | 222.45 |