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salesforce shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 22k 263.14
2022-12-31 $2.5M 19k 132.59
2022-09-30 $3.0M 21k 143.83

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View all positions for Icon Wealth Advisors

Top funds holding salesforce

Vanguard Group
Fisher Investments
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Jennison Associates
Legal & General Group
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
UBS Group

View all funds holding salesforce