salesforce shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in salesforce
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Quarterly reported holdings in salesforce by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.9k | 237.00 |
| 2025-06-30 | $1.6M | 5.9k | 272.68 |
| 2025-03-31 | $1.7M | 6.3k | 268.35 |
| 2024-12-31 | $2.5M | 7.3k | 334.32 |
| 2024-09-30 | $3.4M | 13k | 273.72 |
| 2024-06-30 | $2.5M | 9.9k | 257.11 |
| 2024-03-31 | $2.8M | 9.4k | 301.18 |
| 2023-12-31 | $2.1M | 7.9k | 263.14 |
| 2023-09-30 | $1.5M | 7.4k | 202.77 |
| 2023-06-30 | $1.6M | 7.4k | 211.25 |
| 2023-03-31 | $1.6M | 8.1k | 199.77 |
| 2022-12-31 | $1.1M | 8.5k | 132.59 |
| 2022-09-30 | $1.3M | 9.1k | 143.81 |
| 2022-06-30 | $1.5M | 9.3k | 165.01 |
| 2022-03-31 | $1.7M | 8.2k | 212.29 |
| 2021-12-31 | $1.3M | 5.2k | 254.17 |
| 2021-09-30 | $1.2M | 4.5k | 271.21 |
| 2021-06-30 | $1.0M | 4.2k | 244.30 |
| 2021-03-31 | $786k | 3.7k | 211.75 |
| 2020-12-31 | $709k | 3.2k | 222.61 |
| 2020-09-30 | $810k | 3.2k | 251.47 |
| 2020-06-30 | $642k | 3.4k | 187.28 |
| 2020-03-31 | $258k | 1.8k | 143.73 |
| 2019-12-31 | $287k | 1.8k | 162.51 |
| 2019-09-30 | $252k | 1.7k | 148.41 |
| 2019-06-30 | $264k | 1.7k | 151.72 |
More positions owned by Sound View Wealth Advisors Group
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