salesforce shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 1.2k | 237.00 |
| 2025-06-30 | $486k | 1.8k | 272.88 |
| 2025-03-31 | $432k | 1.6k | 268.16 |
| 2024-12-31 | $408k | 1.2k | 334.43 |
| 2024-09-30 | $311k | 1.1k | 274.49 |
| 2024-06-30 | $371k | 1.4k | 257.28 |
| 2024-03-31 | $403k | 1.3k | 301.42 |
| 2023-12-31 | $403k | 1.5k | 263.40 |
| 2023-09-30 | $350k | 1.7k | 203.02 |
| 2023-06-30 | $404k | 1.9k | 211.19 |
More positions owned by OneAscent Wealth Management
View all positions for OneAscent Wealth Management