salesforce shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.9k | 237.01 |
| 2025-06-30 | $962k | 3.5k | 272.67 |
| 2025-03-31 | $750k | 2.8k | 268.37 |
| 2024-12-31 | $834k | 2.5k | 334.37 |
| 2024-09-30 | $801k | 2.9k | 273.70 |
| 2024-06-30 | $801k | 3.1k | 257.10 |
| 2024-03-31 | $7.1M | 23k | 301.18 |
| 2023-12-31 | $6.4M | 24k | 263.14 |
| 2023-09-30 | $532k | 2.6k | 202.77 |
| 2023-06-30 | $509k | 2.4k | 211.23 |
| 2023-03-31 | $343k | 1.7k | 199.74 |
| 2022-12-31 | $234k | 1.8k | 132.59 |
| 2022-03-31 | $240k | 1.1k | 211.83 |
| 2021-12-31 | $271k | 1.1k | 253.98 |
| 2021-09-30 | $289k | 1.1k | 271.62 |
| 2021-06-30 | $247k | 1.0k | 244.07 |
| 2021-03-31 | $208k | 983 | 211.60 |
| 2020-12-31 | $488k | 2.2k | 222.32 |
| 2020-06-30 | $642k | 3.4k | 187.45 |
More positions owned by Soltis Investment Advisors
View all positions for Soltis Investment Advisors