salesforce shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in salesforce
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Quarterly reported holdings in salesforce by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 23k | 237.00 |
| 2025-06-30 | $6.7M | 25k | 272.69 |
| 2025-03-31 | $3.2M | 12k | 268.35 |
| 2024-12-31 | $3.4M | 10k | 334.32 |
| 2024-09-30 | $2.7M | 9.9k | 273.70 |
| 2024-06-30 | $2.6M | 10k | 257.09 |
| 2024-03-31 | $3.1M | 10k | 301.40 |
| 2023-12-31 | $2.6M | 9.9k | 263.14 |
| 2023-09-30 | $1.6M | 8.0k | 202.78 |
| 2023-06-30 | $3.0M | 14k | 211.26 |
| 2023-03-31 | $2.5M | 13k | 199.78 |
| 2022-12-31 | $1.8M | 14k | 132.59 |
| 2022-09-30 | $2.4M | 17k | 143.86 |
| 2022-06-30 | $2.7M | 16k | 165.05 |
| 2022-03-31 | $3.4M | 16k | 212.33 |
| 2021-12-31 | $3.8M | 15k | 254.11 |
| 2021-09-30 | $4.2M | 16k | 271.29 |
| 2021-06-30 | $3.3M | 14k | 244.30 |
| 2021-03-31 | $2.8M | 13k | 211.86 |
| 2020-12-31 | $2.5M | 11k | 222.54 |
| 2020-09-30 | $2.3M | 9.2k | 251.33 |
| 2020-03-31 | $234k | 1.6k | 143.91 |
| 2019-12-31 | $734k | 4.5k | 162.64 |