salesforce shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $642k | 2.4k | 264.91 |
| 2025-06-30 | $209k | 766 | 272.69 |
| 2025-03-31 | $206k | 766 | 268.36 |
| 2024-12-31 | $256k | 765 | 334.33 |
| 2024-09-30 | $230k | 841 | 273.71 |
| 2024-06-30 | $216k | 841 | 257.10 |
| 2024-03-31 | $253k | 841 | 301.18 |
| 2023-12-31 | $223k | 846 | 263.14 |
More positions owned by Quantum Financial Advisors
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