salesforce shares owned by One Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $279k | 1.8k | 156.66 |
| 2024-12-31 | $597k | 1.8k | 334.33 |
| 2024-09-30 | $474k | 1.7k | 274.11 |
| 2024-06-30 | $435k | 1.7k | 252.53 |
| 2024-03-31 | $532k | 1.8k | 301.51 |
| 2019-03-31 | $1.0k | 5 | 200.00 |
| 2018-09-30 | $1.0k | 5 | 200.00 |
| 2018-06-30 | $1.0k | 5 | 200.00 |