salesforce shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 854 | 237.00 |
| 2025-06-30 | $302k | 1.1k | 272.69 |
| 2025-03-31 | $335k | 1.2k | 268.36 |
| 2024-12-31 | $436k | 1.3k | 334.33 |
| 2024-09-30 | $365k | 1.3k | 273.71 |
| 2024-06-30 | $376k | 1.5k | 257.11 |
| 2024-03-31 | $577k | 1.9k | 301.18 |
| 2023-12-31 | $503k | 1.9k | 263.14 |
| 2023-09-30 | $388k | 1.9k | 202.78 |
| 2023-06-30 | $410k | 1.9k | 211.26 |
| 2023-03-31 | $430k | 2.2k | 199.78 |
| 2022-12-31 | $300k | 2.3k | 132.59 |
| 2022-09-30 | $330k | 2.3k | 143.79 |
| 2022-06-30 | $368k | 2.2k | 164.95 |
| 2022-03-31 | $508k | 2.4k | 212.11 |
| 2021-12-31 | $633k | 2.5k | 255.04 |
| 2021-09-30 | $713k | 2.6k | 271.00 |
| 2021-06-30 | $642k | 2.6k | 244.11 |
| 2021-03-31 | $729k | 3.4k | 211.61 |
| 2020-12-31 | $796k | 3.4k | 236.55 |