salesforce shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 109k | 237.00 |
| 2025-06-30 | $33M | 121k | 272.69 |
| 2025-03-31 | $81M | 303k | 268.36 |
| 2024-12-31 | $82M | 245k | 334.33 |
| 2024-09-30 | $14M | 52k | 273.71 |
| 2024-06-30 | $13M | 52k | 257.10 |
| 2024-03-31 | $16M | 52k | 301.18 |
| 2023-12-31 | $19M | 70k | 263.14 |
| 2023-09-30 | $13M | 63k | 202.78 |
| 2023-06-30 | $12M | 58k | 211.26 |
| 2023-03-31 | $11M | 52k | 199.78 |
| 2022-12-31 | $6.9M | 52k | 132.59 |
| 2022-09-30 | $7.7M | 53k | 143.84 |
| 2022-06-30 | $8.0M | 49k | 165.05 |
| 2022-03-31 | $7.5M | 35k | 212.31 |
| 2021-12-31 | $8.1M | 32k | 254.11 |
| 2021-09-30 | $7.4M | 27k | 271.21 |
| 2021-06-30 | $5.4M | 22k | 244.27 |
| 2021-03-31 | $4.8M | 23k | 211.85 |
| 2020-12-31 | $5.0M | 23k | 222.52 |
| 2020-09-30 | $5.5M | 22k | 253.46 |
| 2020-06-30 | $4.4M | 23k | 191.87 |
| 2020-03-31 | $21M | 158k | 134.06 |
| 2019-12-31 | $27M | 163k | 166.99 |
| 2019-09-30 | $1.4M | 9.4k | 148.41 |
| 2019-06-30 | $1.3M | 8.6k | 151.73 |
| 2019-03-31 | $1.3M | 8.2k | 158.35 |
| 2018-12-31 | $1.0M | 7.4k | 137.02 |
| 2018-09-30 | $1.1M | 6.7k | 158.97 |
| 2018-06-30 | $886k | 6.5k | 136.33 |
| 2018-03-31 | $570k | 4.9k | 115.38 |
| 2017-12-31 | $492k | 4.8k | 102.22 |
| 2017-06-30 | $89k | 1.0k | 86.49 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors