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
Download as csvQuarterly reported holdings in salesforce by OneAscent Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 2.1k | 237.03 |
| 2025-06-30 | $870k | 3.2k | 272.47 |
| 2025-03-31 | $943k | 3.5k | 268.89 |
| 2024-12-31 | $1.0M | 3.1k | 334.20 |
| 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 |
More positions owned by OneAscent Financial Services
View all positions for OneAscent Financial Services