salesforce shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.9k | 237.29 |
| 2025-06-30 | $836k | 3.1k | 272.66 |
| 2025-03-31 | $953k | 3.6k | 268.40 |
| 2024-12-31 | $5.3M | 16k | 334.34 |
| 2024-09-30 | $5.0M | 18k | 273.71 |
| 2024-06-30 | $4.9k | 100 | 49.35 |
| 2024-03-31 | $379k | 1.3k | 301.18 |
| 2023-09-30 | $1.3M | 6.2k | 202.78 |
| 2023-06-30 | $364k | 1.7k | 211.26 |
| 2022-03-31 | $482k | 2.3k | 212.24 |
| 2021-12-31 | $1.2M | 4.6k | 254.23 |
| 2021-09-30 | $1.2M | 4.6k | 271.12 |
| 2021-06-30 | $1.0M | 4.2k | 244.25 |
| 2021-03-31 | $880k | 4.2k | 211.90 |
| 2020-12-31 | $1.3M | 5.6k | 222.58 |
| 2020-09-30 | $1.4M | 5.4k | 251.40 |
| 2020-06-30 | $629k | 3.4k | 187.37 |
| 2019-12-31 | $305k | 1.7k | 182.42 |
| 2019-09-30 | $329k | 2.0k | 162.63 |
| 2019-06-30 | $212k | 1.5k | 141.43 |
| 2018-09-30 | $254k | 1.8k | 141.58 |
| 2018-06-30 | $246k | 1.8k | 136.51 |
| 2018-03-31 | $202k | 1.7k | 116.16 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors