salesforce shares owned by United Advisor Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in salesforce
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All positions including salesforce held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $570k | 2.4k | 237.01 |
| 2025-06-30 | $395k | 1.4k | 272.69 |
| 2025-03-31 | $293k | 1.1k | 268.36 |
| 2024-12-31 | $639k | 1.9k | 334.33 |
| 2024-09-30 | $469k | 1.7k | 273.71 |
| 2024-06-30 | $226k | 877 | 257.10 |