salesforce shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in salesforce
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All positions including salesforce held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 80k | 140.77 |
| 2024-09-30 | $9.0M | 79k | 113.87 |
| 2024-06-30 | $8.0M | 78k | 103.71 |
| 2024-03-31 | $7.6M | 72k | 106.63 |
| 2023-12-31 | $6.7M | 72k | 93.32 |
| 2023-09-30 | $5.1M | 72k | 71.60 |
| 2023-06-30 | $5.5M | 72k | 75.68 |
| 2023-03-31 | $5.6M | 74k | 75.37 |
| 2022-12-31 | $4.4M | 79k | 55.34 |
| 2022-09-30 | $5.4M | 83k | 64.22 |
| 2022-06-30 | $5.8M | 81k | 71.41 |
| 2022-03-31 | $6.0M | 75k | 80.89 |
| 2021-12-31 | $6.4M | 71k | 89.26 |
| 2021-09-30 | $6.9M | 72k | 95.82 |
| 2021-06-30 | $5.7M | 70k | 81.77 |
| 2021-03-31 | $4.9M | 70k | 70.47 |
| 2020-12-31 | $4.4M | 88k | 50.08 |
| 2020-09-30 | $4.6M | 18k | 251.34 |
| 2020-06-30 | $4.0M | 21k | 187.33 |
| 2020-03-31 | $2.8M | 18k | 154.22 |
| 2019-12-31 | $2.5M | 15k | 162.65 |
| 2019-09-30 | $1.9M | 13k | 148.45 |
| 2019-06-30 | $2.2M | 14k | 151.82 |
| 2019-03-31 | $1.9M | 12k | 158.35 |
| 2018-12-31 | $1.6M | 12k | 136.95 |
| 2018-09-30 | $1.5M | 11k | 137.05 |
| 2018-06-30 | $1.5M | 10k | 144.47 |
| 2018-03-31 | $227k | 2.0k | 116.17 |
| 2017-12-31 | $94k | 916 | 102.62 |
| 2017-09-30 | $50k | 532 | 93.98 |