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salesforce shares owned by Private Advisor

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 69k 263.17
2023-09-30 $14M 67k 202.77
2023-06-30 $14M 66k 213.19
2023-03-31 $12M 61k 199.78
2022-12-31 $963k 62k 15.65
2022-09-30 $8.9M 62k 143.83
2022-06-30 $13M 76k 165.04
2022-03-31 $16M 63k 254.12
2021-12-31 $16M 63k 254.12
2021-09-30 $23M 83k 271.21
2021-06-30 $12M 50k 244.25
2021-03-31 $11M 53k 211.87
2020-12-31 $15M 66k 222.52
2020-09-30 $7.1M 32k 226.43
2020-06-30 $5.1M 27k 187.32
2020-03-31 $3.5M 24k 143.98
2019-12-31 $3.6M 22k 162.64
2019-09-30 $4.1M 2.8M 1.49
2019-06-30 $2.9M 19k 151.72
2019-03-31 $4.2M 27k 158.39
2018-12-31 $1.9M 14k 136.98
2018-09-30 $5.0M 32k 159.02
2018-06-30 $1.7M 12k 138.73
2018-03-31 $1.2M 10k 116.39
2017-12-31 $1.0M 9.4k 108.13
2017-09-30 $1.4M 14k 96.09
2017-06-30 $881k 10k 88.52
2017-03-31 $894k 11k 85.18
2016-12-31 $827k 11k 75.55
2016-09-30 $386k 5.3k 72.53
2016-06-30 $664k 8.5k 78.57
2016-03-31 $544k 7.5k 72.89
2015-12-31 $2.4M 31k 78.41
2015-09-30 $1.8M 27k 69.41
2015-06-30 $281k 4.0k 69.55
2014-06-30 $239k 4.1k 58.20
2014-03-31 $205k 3.6k 57.13