salesforce shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $993k | 4.2k | 237.40 |
| 2025-06-30 | $1.1M | 4.1k | 273.08 |
| 2025-03-31 | $1.1M | 4.2k | 268.39 |
| 2024-12-31 | $1.4M | 4.1k | 334.76 |
| 2024-09-30 | $1.2M | 4.2k | 274.12 |
| 2024-06-30 | $1.0M | 4.0k | 257.11 |
| 2024-03-31 | $1.1M | 3.8k | 301.58 |
| 2023-12-31 | $1.3M | 4.9k | 263.14 |
| 2023-09-30 | $1.0M | 5.0k | 202.78 |
| 2023-06-30 | $1.0M | 4.9k | 211.26 |
| 2023-03-31 | $838k | 4.2k | 199.78 |
| 2022-12-31 | $546k | 4.1k | 132.59 |
| 2022-09-30 | $590k | 4.1k | 143.87 |
| 2022-06-30 | $670k | 4.0k | 165.51 |
| 2022-03-31 | $732k | 3.4k | 212.42 |
| 2021-12-31 | $932k | 3.7k | 254.02 |
| 2021-09-30 | $812k | 3.0k | 271.03 |
| 2021-06-30 | $780k | 3.2k | 244.13 |
| 2021-03-31 | $594k | 2.8k | 211.76 |