salesforce shares owned by SageView Advisory Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 8.0k | 237.02 |
| 2025-06-30 | $2.7M | 10k | 270.24 |
| 2025-03-31 | $2.5M | 9.5k | 268.37 |
| 2024-12-31 | $3.4M | 10k | 334.34 |
| 2024-09-30 | $2.0M | 7.2k | 273.71 |
| 2024-06-30 | $2.2M | 8.4k | 257.11 |
| 2024-03-31 | $1.3M | 3.1k | 425.41 |
| 2023-12-31 | $2.7M | 9.5k | 287.73 |
| 2023-09-30 | $917k | 4.5k | 202.78 |
| 2023-06-30 | $517k | 2.4k | 211.25 |
| 2023-03-31 | $461k | 2.3k | 199.77 |
| 2022-12-31 | $288k | 2.2k | 132.59 |