salesforce shares owned by TruWealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 1.1k | 237.10 |
| 2025-06-30 | $208k | 763 | 272.70 |
| 2024-12-31 | $246k | 736 | 334.35 |
| 2024-09-30 | $201k | 733 | 273.72 |
| 2024-06-30 | $218k | 848 | 257.11 |
| 2024-03-31 | $239k | 792 | 301.18 |
| 2023-12-31 | $208k | 792 | 263.14 |