salesforce shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.9k | 236.99 |
| 2025-06-30 | $2.7M | 10k | 272.68 |
| 2025-03-31 | $2.4M | 9.1k | 268.36 |
| 2024-12-31 | $3.3M | 9.9k | 334.32 |
| 2024-09-30 | $2.5M | 9.3k | 273.71 |
| 2024-06-30 | $2.5M | 9.6k | 257.10 |
| 2024-03-31 | $2.6M | 8.5k | 301.19 |
| 2023-12-31 | $2.3M | 8.6k | 263.15 |
| 2023-09-30 | $1.6M | 8.0k | 202.79 |
| 2023-06-30 | $1.6M | 7.5k | 211.26 |
| 2023-03-31 | $1.9M | 9.7k | 199.78 |
| 2022-12-31 | $1.4M | 10k | 132.60 |
| 2022-09-30 | $1.2M | 8.2k | 143.84 |
| 2022-06-30 | $1.5M | 9.1k | 165.05 |
| 2022-03-31 | $1.7M | 8.1k | 212.32 |
| 2021-12-31 | $2.3M | 9.0k | 254.13 |
| 2021-09-30 | $2.4M | 8.8k | 271.21 |
| 2021-06-30 | $2.2M | 8.8k | 244.26 |
| 2021-03-31 | $1.5M | 7.0k | 211.87 |
| 2018-06-30 | $85k | 34k | 2.47 |
| 2018-03-31 | $12k | 100 | 120.00 |
| 2017-12-31 | $1.0k | 7 | 142.86 |
More positions owned by Moneta Group Investment Advisors
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