salesforce shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 70 | 238.23 |
| 2025-06-30 | $19k | 71 | 273.72 |
| 2025-03-31 | $20k | 73 | 268.63 |
| 2024-12-31 | $24k | 71 | 334.80 |
| 2024-09-30 | $26k | 93 | 274.02 |
| 2024-06-30 | $21k | 80 | 257.10 |
| 2024-03-31 | $22k | 74 | 301.61 |