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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

Tip: Access up to 7 years of quarterly data

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
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