salesforce shares owned by Root Financial Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $622k | 2.6k | 236.97 |
| 2025-06-30 | $896k | 3.3k | 272.65 |
| 2025-03-31 | $695k | 2.6k | 268.31 |
| 2024-12-31 | $781k | 2.3k | 334.30 |
| 2024-09-30 | $529k | 1.9k | 273.71 |
| 2024-06-30 | $459k | 1.8k | 257.11 |