Morris Retirement Advisors »

salesforce shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $201k 747 268.36
2024-12-31 $255k 762 334.33
2024-09-30 $275k 1.0k 273.71
2024-06-30 $232k 904 257.10
2024-03-31 $272k 904 301.18
2023-12-31 $244k 926 263.14
2023-06-30 $220k 1.0k 211.26
2023-03-31 $245k 1.2k 199.78
2022-03-31 $248k 1.2k 211.97
2021-12-31 $290k 1.1k 253.72
2021-09-30 $327k 1.2k 270.92
2021-06-30 $295k 1.2k 244.41
2021-03-31 $238k 1.1k 211.74
2020-12-31 $251k 1.1k 222.12