salesforce shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $916k | 3.9k | 237.02 |
| 2025-06-30 | $997k | 3.7k | 272.69 |
| 2025-03-31 | $1.9M | 6.9k | 268.35 |
| 2024-12-31 | $1.4M | 4.2k | 334.29 |
| 2024-09-30 | $1.2M | 4.4k | 273.73 |
| 2024-06-30 | $1.0M | 4.0k | 257.11 |
| 2024-03-31 | $226k | 751 | 301.18 |
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