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salesforce shares owned by Sovran Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Sovran Advisors from 13F filings

Historical chart of Sovran Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Sovran Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 7.1k 256.64
2025-06-30 $1.4M 5.0k 273.65
2025-03-31 $872k 3.5k 247.26
2024-12-31 $953k 2.9k 323.54

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Ishares Tr Core S&p500 Etf (IVV)
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Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
UBS Group

View all funds holding salesforce