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salesforce shares owned by Private Advisory

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

Historical chart of Private Advisory investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Private Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 14k 273.71
2024-06-30 $307k 1.2k 257.10
2024-03-31 $505k 1.7k 301.18
2023-09-30 $361k 1.8k 202.78
2023-06-30 $712k 3.4k 211.26
2023-03-31 $328k 1.6k 199.78
2022-09-30 $208k 1.4k 143.75
2022-06-30 $220k 1.3k 165.17
2022-03-31 $244k 1.2k 212.17
2021-12-31 $218k 859 253.78
2021-09-30 $233k 859 271.25
2020-09-30 $210k 835 251.50