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salesforce shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of salesforce (CRM) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $400k 1.5k 274.16
2024-06-30 $691k 2.7k 257.26
2024-03-31 $745k 2.5k 301.50
2023-12-31 $677k 2.6k 263.32
2023-09-30 $643k 3.2k 202.65
2023-06-30 $599k 2.8k 211.36