salesforce shares owned by JGP Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 1.2k | 238.88 |
| 2025-06-30 | $331k | 1.2k | 272.69 |
| 2025-03-31 | $346k | 1.3k | 268.36 |
| 2024-12-31 | $373k | 1.1k | 334.33 |
| 2024-09-30 | $272k | 994 | 273.71 |
| 2024-06-30 | $236k | 918 | 257.10 |
| 2024-03-31 | $276k | 915 | 301.18 |
| 2023-12-31 | $245k | 931 | 263.14 |