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salesforce shares owned by Weatherly Asset Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Weatherly Asset Management from 13F filings

Historical chart of Weatherly Asset Management investment in salesforce

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All positions including salesforce held by Weatherly Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $217k 795 272.94
2025-03-31 $209k 778 268.36
2024-12-31 $272k 813 334.57
2024-09-30 $213k 778 273.96

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Amazon Common (AMZN)
Netflix Common (NFLX)
Fidelity Merrimack Str Tr Common (FBND)
J P Morgan Exchange Traded F Common (JMST)
Costco Whsl Corp Common (COST)
J P Morgan Exchange Traded F Common (JPST)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Nvidia Corporation Common (NVDA)
Alphabet Common (GOOGL)
Waste Mgmt Inc Del Common (WM)
Cyberark Software Foreign (CYBR)
Vanguard Whitehall Fds Foreign (VIGI)

View all positions for Weatherly Asset Management

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View all funds holding salesforce