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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

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
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