salesforce shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 17k | 237.00 |
| 2025-06-30 | $5.6M | 21k | 272.70 |
| 2025-03-31 | $5.9M | 22k | 268.36 |
| 2024-12-31 | $4.7M | 14k | 334.32 |
| 2024-09-30 | $3.9M | 14k | 273.71 |
| 2024-06-30 | $3.0M | 12k | 257.09 |
| 2024-03-31 | $3.4M | 11k | 301.18 |
| 2023-12-31 | $3.3M | 12k | 263.15 |
| 2023-09-30 | $2.8M | 14k | 202.79 |
| 2023-06-30 | $2.7M | 13k | 211.26 |
| 2023-03-31 | $1.9M | 9.7k | 199.78 |
| 2022-12-31 | $1.7M | 12k | 132.59 |
| 2022-09-30 | $2.2M | 15k | 143.80 |
| 2022-06-30 | $234k | 1.4k | 167.62 |
| 2022-03-31 | $354k | 1.7k | 212.23 |
| 2021-12-31 | $469k | 1.8k | 253.65 |
| 2021-09-30 | $536k | 1.9k | 275.15 |
| 2021-06-30 | $409k | 1.7k | 247.88 |
| 2021-03-31 | $943k | 4.1k | 230.11 |
| 2020-12-31 | $431k | 4.1k | 104.56 |
| 2020-09-30 | $275k | 1.1k | 242.08 |
| 2020-06-30 | $192k | 1.1k | 182.68 |
| 2020-03-31 | $174k | 1.2k | 145.85 |
| 2019-12-31 | $234k | 1.4k | 164.90 |
| 2019-09-30 | $179k | 1.2k | 147.45 |
| 2019-06-30 | $127k | 838 | 151.55 |
| 2019-03-31 | $179k | 1.1k | 157.99 |
| 2018-12-31 | $155k | 1.2k | 134.20 |
| 2018-09-30 | $171k | 1.1k | 158.33 |
| 2018-06-30 | $158k | 1.2k | 136.32 |
| 2018-03-31 | $109k | 938 | 116.20 |
| 2017-12-31 | $70k | 693 | 101.01 |
| 2017-09-30 | $64k | 693 | 92.35 |
| 2017-06-30 | $8.0k | 93 | 86.02 |
| 2017-03-31 | $10k | 122 | 81.97 |
| 2016-12-31 | $8.0k | 122 | 65.57 |
| 2016-09-30 | $20k | 292 | 68.49 |
| 2016-06-30 | $13k | 170 | 76.47 |
| 2016-03-31 | $12k | 170 | 70.59 |