salesforce shares owned by Source Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in salesforce by Source Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $212k | 804 | 263.14 |