salesforce shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 17k | 237.00 |
| 2025-06-30 | $4.5M | 17k | 272.69 |
| 2025-03-31 | $4.3M | 16k | 268.36 |
| 2024-12-31 | $3.6M | 11k | 321.16 |
| 2024-09-30 | $3.2M | 11k | 291.57 |
| 2024-06-30 | $2.7M | 11k | 252.43 |
| 2024-03-31 | $2.9M | 11k | 272.90 |
| 2023-12-31 | $8.5M | 11k | 814.15 |
| 2023-09-30 | $2.2M | 11k | 208.53 |
| 2023-06-30 | $2.2M | 10k | 211.26 |
| 2023-03-31 | $2.1M | 11k | 197.20 |
| 2022-12-31 | $2.2M | 16k | 134.78 |
| 2022-09-30 | $2.6M | 17k | 155.45 |
| 2022-06-30 | $2.9M | 16k | 175.49 |
| 2022-03-31 | $3.3M | 16k | 212.26 |
| 2021-12-31 | $3.7M | 15k | 255.49 |
| 2021-09-30 | $3.6M | 13k | 271.22 |