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salesforce shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 9.8k 273.71
2024-06-30 $2.6M 10k 257.10
2024-03-31 $3.2M 11k 301.18
2023-12-31 $2.8M 11k 263.14
2023-09-30 $2.3M 11k 202.78
2023-06-30 $2.5M 12k 211.26
2023-03-31 $2.4M 12k 199.78
2022-12-31 $1.9M 12k 155.87
2022-09-30 $1.8M 12k 143.83
2022-06-30 $2.1M 13k 164.98
2022-03-31 $2.7M 13k 212.31
2021-12-31 $3.3M 13k 254.12
2021-09-30 $3.6M 13k 271.19
2021-06-30 $3.1M 13k 244.27
2021-03-31 $2.8M 13k 211.86
2020-12-31 $3.0M 14k 222.55
2020-09-30 $3.6M 14k 251.31
2020-06-30 $2.7M 15k 187.32
2020-03-31 $2.1M 15k 143.95
2019-12-31 $2.4M 15k 162.67
2019-09-30 $2.2M 15k 148.42
2019-06-30 $2.0M 14k 151.76
2019-03-31 $2.2M 14k 158.34
2018-12-31 $1.9M 14k 136.98
2018-09-30 $2.2M 14k 159.02
2018-06-30 $1.8M 13k 136.39
2018-03-31 $1.7M 14k 116.28
2017-12-31 $1.5M 15k 102.26
2017-09-30 $1.3M 15k 86.02
2017-06-30 $1.3M 15k 86.02
2017-03-31 $1.2M 15k 82.51
2016-12-31 $1.9M 27k 68.47
2016-09-30 $2.0M 28k 71.33
2016-06-30 $4.1M 51k 79.43
2016-03-31 $3.7M 51k 73.83
2015-12-31 $4.4M 56k 78.43
2015-09-30 $3.9M 56k 69.41
2015-06-30 $3.7M 53k 69.62
2015-03-31 $3.6M 53k 66.79
2014-12-31 $3.5M 60k 59.29
2014-09-30 $3.4M 59k 57.54
2014-06-30 $3.5M 60k 58.04
2014-03-31 $3.5M 61k 57.06
2013-12-31 $3.4M 61k 55.18
2013-09-30 $3.1M 61k 51.89
2013-06-30 $1.8M 47k 38.18