salesforce shares owned by Oak Hill Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Oak Hill Wealth Advisors
from 13F filings
Historical chart of Oak Hill Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Oak Hill Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Oak Hill Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 862 | 237.00 |
| 2025-06-30 | $263k | 962 | 273.65 |
| 2025-03-31 | $258k | 962 | 268.36 |
| 2024-12-31 | $322k | 962 | 334.38 |
| 2024-09-30 | $272k | 992 | 273.74 |
| 2024-06-30 | $255k | 992 | 257.11 |
| 2024-03-31 | $293k | 972 | 301.18 |
| 2023-12-31 | $256k | 972 | 263.14 |
| 2023-06-30 | $205k | 972 | 211.26 |