salesforce shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 2.1k | 237.05 |
| 2025-03-31 | $642k | 2.4k | 268.39 |
| 2024-12-31 | $818k | 2.4k | 334.36 |
| 2024-09-30 | $647k | 2.4k | 273.73 |
| 2024-06-30 | $583k | 2.3k | 257.11 |
| 2024-03-31 | $687k | 2.3k | 301.18 |
| 2023-12-31 | $625k | 2.4k | 263.14 |
| 2023-09-30 | $483k | 2.4k | 202.78 |
| 2023-06-30 | $492k | 2.3k | 211.26 |
| 2023-03-31 | $475k | 2.4k | 199.78 |
| 2022-12-31 | $259k | 1.9k | 133.52 |
| 2022-09-30 | $295k | 2.1k | 143.62 |
| 2022-06-30 | $380k | 2.3k | 164.93 |
| 2022-03-31 | $447k | 2.1k | 212.45 |
| 2021-12-31 | $530k | 2.1k | 254.07 |
| 2021-09-30 | $506k | 1.9k | 271.46 |
| 2021-06-30 | $452k | 1.9k | 241.84 |
| 2021-03-31 | $392k | 1.9k | 211.55 |
| 2020-12-31 | $445k | 2.0k | 222.39 |
| 2020-09-30 | $422k | 1.7k | 251.34 |
| 2020-06-30 | $285k | 1.5k | 187.62 |
| 2020-03-31 | $229k | 1.6k | 143.66 |
| 2019-12-31 | $275k | 1.7k | 162.63 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors