salesforce shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.0M | 7.5k | 268.36 |
| 2024-12-31 | $2.9M | 8.6k | 334.33 |
| 2024-09-30 | $2.4M | 8.9k | 273.71 |
| 2024-06-30 | $4.0M | 16k | 257.11 |
| 2024-03-31 | $5.0M | 17k | 301.18 |
| 2023-12-31 | $3.7M | 14k | 263.14 |
| 2023-09-30 | $3.0M | 15k | 202.78 |
| 2023-06-30 | $3.0M | 14k | 211.26 |
| 2023-03-31 | $3.2M | 16k | 199.78 |
| 2022-12-31 | $1.4M | 11k | 132.59 |
| 2022-09-30 | $1.1M | 7.7k | 140.35 |
| 2022-06-30 | $2.2M | 14k | 163.04 |
| 2022-03-31 | $2.3M | 11k | 217.39 |
| 2021-12-31 | $3.2M | 13k | 257.14 |
More positions owned by Schechter Investment Advisors
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