salesforce shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $791k | 3.3k | 237.42 |
| 2025-06-30 | $975k | 3.6k | 273.11 |
| 2025-03-31 | $728k | 2.7k | 268.36 |
| 2024-12-31 | $881k | 2.6k | 334.73 |
| 2024-09-30 | $657k | 2.4k | 274.11 |
| 2024-06-30 | $441k | 1.7k | 257.10 |
| 2024-03-31 | $564k | 1.9k | 301.58 |
| 2023-12-31 | $218k | 829 | 263.14 |
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