salesforce shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 914 | 237.09 |
| 2025-06-30 | $301k | 1.1k | 272.61 |
| 2025-03-31 | $336k | 1.3k | 268.36 |
| 2024-12-31 | $399k | 1.2k | 334.19 |
| 2024-09-30 | $336k | 1.2k | 273.70 |
| 2024-06-30 | $322k | 1.3k | 257.17 |
| 2024-03-31 | $346k | 1.1k | 301.18 |
| 2023-12-31 | $287k | 1.1k | 263.12 |
| 2023-09-30 | $257k | 1.3k | 202.77 |
| 2023-06-30 | $324k | 1.5k | 211.26 |
| 2023-03-31 | $321k | 1.6k | 199.78 |
| 2022-12-31 | $215k | 1.6k | 132.59 |
| 2022-06-30 | $203k | 1.2k | 165.44 |
| 2022-03-31 | $360k | 1.7k | 212.39 |
| 2021-12-31 | $406k | 1.6k | 253.91 |
| 2021-09-30 | $640k | 2.4k | 271.19 |
| 2021-06-30 | $289k | 1.4k | 211.88 |
| 2021-03-31 | $289k | 1.4k | 211.88 |
| 2020-12-31 | $255k | 1.1k | 222.13 |