salesforce shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 6.4k | 264.93 |
| 2025-06-30 | $240k | 881 | 272.73 |
| 2025-03-31 | $201k | 750 | 268.24 |
| 2024-12-31 | $257k | 767 | 334.46 |
| 2024-09-30 | $207k | 756 | 273.66 |
| 2024-06-30 | $218k | 846 | 257.22 |
| 2024-03-31 | $328k | 1.1k | 301.18 |
| 2023-06-30 | $206k | 974 | 211.26 |
| 2022-03-31 | $195k | 917 | 212.65 |
| 2021-12-31 | $237k | 933 | 254.02 |
| 2021-09-30 | $248k | 914 | 271.33 |
| 2021-06-30 | $219k | 896 | 244.42 |
| 2020-12-31 | $215k | 968 | 222.11 |
More positions owned by Wellspring Financial Advisors
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