salesforce shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in salesforce
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Quarterly reported holdings in salesforce by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 22k | 263.14 |
| 2023-09-30 | $4.0M | 20k | 202.78 |
| 2023-06-30 | $5.7M | 1.0M | 5.48 |
| 2023-03-31 | $228k | 2.0k | 113.50 |
| 2022-12-31 | $1.6M | 12k | 132.59 |
| 2022-06-30 | $1.5M | 9.2k | 164.99 |
| 2022-03-31 | $1.6M | 7.5k | 212.36 |
| 2021-12-31 | $1.9M | 7.6k | 254.14 |
| 2021-09-30 | $1.6M | 59k | 27.22 |
| 2021-06-30 | $1.0M | 4.2k | 244.29 |
| 2021-03-31 | $880k | 4.2k | 211.90 |
| 2020-12-31 | $373k | 1.7k | 222.42 |
| 2020-09-30 | $442k | 1.8k | 251.14 |
| 2020-06-30 | $1.4M | 7.6k | 187.31 |
| 2020-03-31 | $1.1M | 7.7k | 143.95 |
| 2019-12-31 | $1.5M | 9.2k | 162.59 |
| 2019-09-30 | $1.4M | 9.3k | 148.41 |
| 2019-06-30 | $383k | 2.5k | 151.56 |
| 2019-03-31 | $325k | 2.1k | 158.15 |
| 2018-12-31 | $248k | 1.8k | 136.71 |
| 2018-09-30 | $324k | 2.0k | 158.90 |