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salesforce shares owned by WMG Financial Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by WMG Financial Advisors from 13F filings

Historical chart of WMG Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 1.1k 273.71
2024-06-30 $279k 1.1k 257.10
2021-12-31 $297k 1.2k 253.91

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Top funds holding salesforce

Vanguard Group
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