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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

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Quarterly reported holdings in salesforce by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
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 $1.4B 10M 132.59
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