salesforce shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 49k | 237.42 |
| 2025-06-30 | $13M | 49k | 273.11 |
| 2025-03-31 | $12M | 46k | 268.36 |
| 2024-12-31 | $15M | 45k | 334.73 |
| 2024-09-30 | $12M | 43k | 274.11 |
| 2024-06-30 | $10M | 40k | 257.10 |
| 2024-03-31 | $13M | 43k | 301.41 |
| 2023-12-31 | $5.3M | 20k | 263.14 |
| 2023-09-30 | $5.7M | 28k | 202.78 |
| 2023-06-30 | $6.2M | 29k | 211.26 |
| 2023-03-31 | $5.3M | 27k | 199.78 |
| 2022-12-31 | $3.1M | 24k | 132.59 |
| 2022-09-30 | $3.4M | 24k | 143.84 |
| 2022-06-30 | $4.0M | 25k | 165.05 |
| 2022-03-31 | $5.3M | 25k | 212.31 |
| 2021-12-31 | $7.0M | 27k | 254.13 |
| 2021-09-30 | $7.7M | 28k | 271.22 |
| 2021-06-30 | $3.5M | 15k | 244.28 |
| 2021-03-31 | $3.4M | 16k | 211.90 |
| 2020-12-31 | $3.5M | 16k | 222.51 |
| 2020-06-30 | $2.7M | 14k | 187.34 |
| 2020-03-31 | $2.0M | 14k | 143.95 |
| 2019-12-31 | $2.1M | 13k | 162.64 |
| 2019-09-30 | $1.8M | 12k | 148.44 |
| 2019-06-30 | $1.8M | 12k | 151.74 |
| 2019-03-31 | $1.8M | 12k | 158.35 |
| 2018-12-31 | $1.7M | 13k | 137.01 |
| 2018-09-30 | $2.1M | 13k | 159.01 |
| 2018-06-30 | $1.7M | 12k | 136.39 |
| 2018-03-31 | $1.8M | 1.8M | 1.00 |
| 2017-12-31 | $1.5M | 13k | 112.64 |