salesforce shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 1.1k | 237.00 |
| 2025-06-30 | $370k | 1.4k | 272.69 |
| 2025-03-31 | $452k | 1.7k | 268.36 |
| 2024-12-31 | $448k | 1.3k | 334.33 |
| 2024-09-30 | $363k | 1.3k | 273.71 |
| 2024-06-30 | $304k | 1.2k | 257.10 |
| 2023-12-31 | $247k | 939 | 263.14 |
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