salesforce shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Motive Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 955 | 237.00 |
| 2025-06-30 | $286k | 1.0k | 272.69 |
| 2025-03-31 | $257k | 959 | 268.36 |
| 2024-12-31 | $357k | 1.1k | 334.33 |
| 2024-09-30 | $220k | 856 | 257.10 |
| 2024-06-30 | $220k | 856 | 257.10 |
| 2024-03-31 | $277k | 918 | 301.18 |