salesforce shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 1.3k | 237.00 |
| 2025-06-30 | $503k | 1.8k | 272.69 |
| 2025-03-31 | $683k | 2.5k | 268.36 |
| 2024-12-31 | $838k | 2.5k | 334.33 |
| 2024-09-30 | $654k | 2.4k | 273.71 |
| 2024-06-30 | $858k | 3.3k | 257.10 |
| 2024-03-31 | $1.3M | 4.2k | 301.18 |
| 2023-09-30 | $517k | 2.5k | 202.78 |
| 2023-06-30 | $874k | 4.1k | 211.26 |
| 2023-03-31 | $1.0M | 5.1k | 199.78 |
| 2022-12-31 | $12M | 94k | 132.59 |
| 2022-09-30 | $21M | 145k | 143.84 |
| 2022-06-30 | $25M | 152k | 165.04 |
| 2022-03-31 | $34M | 160k | 212.32 |
| 2021-12-31 | $40M | 159k | 254.13 |
| 2021-09-30 | $42M | 156k | 271.22 |
| 2021-06-30 | $38M | 154k | 244.27 |
| 2021-03-31 | $33M | 154k | 211.87 |
| 2020-12-31 | $33M | 150k | 222.53 |
| 2020-09-30 | $37M | 146k | 251.32 |
| 2020-06-30 | $27M | 144k | 187.33 |
| 2020-03-31 | $20M | 141k | 143.98 |
| 2019-12-31 | $22M | 137k | 162.64 |
| 2019-09-30 | $7.7M | 52k | 148.44 |
More positions owned by Williams Jones Wealth Management
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