salesforce shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 267k | 237.38 |
| 2025-06-30 | $71M | 260k | 273.06 |
| 2025-03-31 | $67M | 251k | 268.36 |
| 2024-12-31 | $84M | 251k | 334.73 |
| 2024-09-30 | $68M | 246k | 274.11 |
| 2024-06-30 | $61M | 237k | 257.10 |
| 2024-03-31 | $69M | 230k | 301.58 |
| 2023-12-31 | $64M | 240k | 265.58 |
| 2023-09-30 | $48M | 234k | 202.78 |
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